Intrepid Financial Planning Group LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1641296
CARMEL, IN
Position in XLB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$336,901
+$21,691 QoQ
Shares Held
6,628
+5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#204
of 293 holders
Holding Since
Jun 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,901 | 6,628 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $315,210 | 6,308 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $286,067 | 6,308 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $282,661 | 3,154 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $299,958 | 3,416 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $324,660 | 3,776 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $326,968 | 3,886 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $374,532 | 3,886 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $366,574 | 4,151 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $394,410 | 4,246 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $371,756 | 4,346 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $341,378 | 4,346 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $360,153 | 4,346 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $362,647 | 4,496 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $359,891 | 4,633 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $322,911 | 4,748 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $380,438 | 5,169 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||