Strategic Wealth Partners, Ltd.
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1720777
INDEPENDENCE, OH
Position in XLB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$53,371
+$903 QoQ
Shares Held
1,050
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#249
of 293 holders
Holding Since
Mar 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,371 | 1,050 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $52,468 | 1,050 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $47,617 | 1,050 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $80,209 | 895 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $88,073 | 1,003 | Shares | Sole | 2025-08-11 | |
| 2024-03-31 | $226,001 | 2,433 | Shares | Sole | 2024-05-20 | |
| No filing history on record for this holder in this stock. | ||||||