BigSur Wealth Management LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1659171
MIAMI, FL
Position in XLB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$909,454
-$34,733 QoQ
Shares Held
18,200
-12.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $909,454 | 18,200 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $944,187 | 20,820 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $932,944 | 10,410 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $914,102 | 10,410 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,024,021 | 11,910 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,002,107 | 11,910 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,147,885 | 11,910 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,095,927 | 12,410 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,152,764 | 12,410 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $526,926 | 6,160 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $483,868 | 6,160 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $510,479 | 6,160 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $834,831 | 10,350 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $687,468 | 8,850 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $635,893 | 9,350 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $872,160 | 11,850 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $251,227 | 2,850 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,077,352 | 11,890 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $711,990 | 9,000 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $234,583 | 2,850 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $224,580 | 2,850 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $61,531 | 850 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $54,094 | 850 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $47,897 | 850 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $38,284 | 850 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||