Wealth Advisors of Tampa Bay, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1715228
TAMPA, FL
Position in XLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,467,999
-$3,217 QoQ
Shares Held
48,554
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#95
of 293 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,467,999 | 48,554 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,471,216 | 49,454 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,274,483 | 50,154 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,383,175 | 26,592 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,336,360 | 26,607 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,354,734 | 27,387 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,140,269 | 25,437 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,417,692 | 25,085 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,245,281 | 25,425 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,338,505 | 25,175 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,176,565 | 25,445 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,855,548 | 49,084 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,023,436 | 24,417 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,969,475 | 24,417 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,911,471 | 24,607 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,676,582 | 24,652 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $3,628,774 | 49,304 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,354,081 | 49,394 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $4,430,285 | 48,894 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,836,301 | 23,212 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,862,016 | 22,622 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,824,771 | 23,157 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,741,703 | 24,060 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,531,178 | 24,060 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,354,935 | 24,045 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,082,986 | 24,045 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||