Colony Family Offices, LLC
Family OfficePosition in XLB — State Street Materials Select Sector SPDR ETF
CIK 1633573
CHARLOTTE, NC
Position in XLB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$495,452
+$64,537 QoQ
Shares Held
9,915
+4.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $495,452 | 9,915 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $430,915 | 9,502 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $425,784 | 4,751 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $417,185 | 4,751 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $413,219 | 4,806 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $404,376 | 4,806 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $463,202 | 4,806 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $419,560 | 4,751 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $441,320 | 4,751 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $406,400 | 4,751 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||