Dakota Wealth Management
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1631353
PALM BEACH GARDENS, FL
Position in XLB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$11,561,508
+$1,764,820 QoQ
Shares Held
231,369
+7.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,561,508 | 231,369 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,796,688 | 216,024 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $9,833,285 | 109,722 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,096,187 | 183,307 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $15,120,356 | 175,859 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,112,465 | 167,726 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $15,653,654 | 162,416 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $13,613,428 | 154,155 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $10,691,267 | 115,096 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $8,163,253 | 95,432 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $7,473,089 | 95,138 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $7,633,404 | 92,113 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,600,823 | 44,642 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,379,468 | 43,505 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,951,021 | 43,391 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||