Evanson Asset Management, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1626379
CARMEL, CA
Position in XLB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$317,059
+$27,590 QoQ
Shares Held
6,345
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $317,059 | 6,345 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $289,469 | 6,383 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $284,185 | 3,171 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $277,567 | 3,161 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $271,008 | 3,152 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $264,367 | 3,142 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $301,958 | 3,133 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $275,880 | 3,124 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $289,352 | 3,115 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $266,457 | 3,115 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $244,683 | 3,115 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $258,140 | 3,115 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $235,769 | 2,923 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $227,058 | 2,923 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $217,155 | 3,193 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $215,132 | 2,923 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $257,662 | 2,923 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $264,853 | 2,923 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $231,238 | 2,923 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $240,592 | 2,923 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $230,332 | 2,923 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $283,985 | 3,923 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||