WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1632972
PLYMOUTH, MN
Position in XLB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$2,051,018
-$39,480 QoQ
Shares Held
41,045
-11.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,051,018 | 41,045 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,090,498 | 46,097 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,911,415 | 21,328 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,696,928 | 19,325 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,819,508 | 21,162 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,096,095 | 24,912 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $2,236,883 | 23,209 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,505,972 | 28,377 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,624,142 | 28,250 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,435,665 | 28,474 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,859,435 | 23,672 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $208,666 | 2,518 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $269,969 | 3,347 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $205,230 | 2,642 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||