Bogart Wealth, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1715740
MCLEAN, VA
Position in XLB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,399
+$130 QoQ
Shares Held
28
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,399 | 28 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,269 | 28 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,254 | 14 | Shares | Sole | 2025-10-27 | |
| 2024-12-31 | $84,140 | 1,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $96,380 | 1,000 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $88,310 | 1,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $92,890 | 1,000 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $85,540 | 1,000 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $78,550 | 1,000 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $82,870 | 1,000 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $83,402 | 1,034 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $86,224 | 1,110 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $70,322 | 1,034 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,502 | 34 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,997 | 34 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,080 | 34 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,689 | 34 | Shares | Sole | 2021-10-15 | |
| No filing history on record for this holder in this stock. | ||||||