Independent Advisor Alliance
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1696899
CHARLOTTE, NC
Position in XLB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$289,629
-$635,714 QoQ
Shares Held
5,698
-69.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#211
of 293 holders
Holding Since
Sep 2020
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,629 | 5,698 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $925,343 | 18,518 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $274,548 | 6,054 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $238,478 | 2,661 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $227,691 | 2,593 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $706,691 | 8,399 | Shares | Sole | 2025-02-07 | |
| 2020-12-31 | $241,637 | 3,338 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $212,430 | 3,338 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||