IBEX WEALTH ADVISORS
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1686242
BEDMINSTER, NJ
Position in XLB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$709,873
+$704,969 QoQ
Shares Held
14,206
+22812.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
2 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $709,873 | 14,206 | Shares | Sole | 2026-04-30 | |
| 2021-09-30 | $4,904 | 62 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||