PERSONAL CFO SOLUTIONS, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1677501
CHESTER, NJ
Position in XLB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$788,176
+$117,223 QoQ
Shares Held
15,773
+6.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $788,176 | 15,773 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $670,953 | 14,795 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $679,498 | 7,582 | Shares | Defined | 2025-11-10 | |
| 2024-09-30 | $879,660 | 9,127 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $701,622 | 7,945 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $754,638 | 8,124 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $866,605 | 10,131 | Shares | Defined | 2024-02-13 | |
| 2022-12-31 | $1,500,156 | 19,312 | Shares | Defined | 2023-02-14 | |
| 2021-12-31 | $1,313,935 | 14,501 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,274,699 | 16,113 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $1,058,753 | 12,863 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $1,086,021 | 13,782 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $1,250,464 | 17,274 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,000 | 17,492 | Shares | Defined | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||