Merit Financial Group, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1621225
ALPHARETTA, GA
Position in XLB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$7,364,977
+$985,593 QoQ
Shares Held
147,388
+4.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,364,977 | 147,388 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $6,379,384 | 140,670 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,892,774 | 21,120 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,963,519 | 22,361 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,046,940 | 58,699 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,752,058 | 56,478 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,717,973 | 17,825 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,625,875 | 18,411 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,709,176 | 18,400 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $531,117 | 6,209 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,626,456 | 20,706 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,714,083 | 20,684 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,077,698 | 13,361 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $384,516 | 4,950 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $859,238 | 12,634 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,350,560 | 18,350 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||