Belpointe Asset Management LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1721242
RENO, NV
Position in XLB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$354,687
+$48,983 QoQ
Shares Held
7,098
+5.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $354,687 | 7,098 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $305,704 | 6,741 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $290,637 | 3,243 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $286,699 | 3,265 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $514,762 | 5,987 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $569,038 | 6,763 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $665,889 | 6,909 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,852,743 | 20,980 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $298,362 | 3,212 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $276,123 | 3,228 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $339,493 | 4,322 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $377,246 | 4,677 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $350,725 | 4,515 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $438,596 | 6,449 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $875,987 | 11,902 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $748,481 | 8,491 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $776,618 | 8,571 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $567,930 | 7,179 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $919,731 | 11,174 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $414,251 | 5,257 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,882,130 | 53,628 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||