Florida Trust Wealth Management Co
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1651023
SANIBEL, FL
Position in XLB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,662,399
+$700,384 QoQ
Shares Held
113,316
+3.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,662,399 | 113,316 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,962,015 | 109,416 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $4,433,142 | 49,466 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $4,096,159 | 46,648 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,583,989 | 41,684 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,175,014 | 13,965 | Shares | Defined | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||