Steward Partners Investment Advisory, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1723397
STAMFORD, CT
Position in XLB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,423,726
+$75,336 QoQ
Shares Held
47,683
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#97
of 293 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,423,726 | 47,683 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,348,390 | 46,996 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,732,914 | 38,212 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,722,137 | 19,216 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,567,320 | 17,849 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,486,164 | 17,285 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,423,817 | 16,922 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,629,400 | 16,906 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,491,732 | 16,892 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,440,631 | 15,509 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,517,222 | 17,737 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,419,477 | 18,071 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,532,183 | 18,489 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,666,758 | 20,664 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,715,485 | 22,084 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,093,143 | 30,777 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,213,667 | 30,077 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,602,011 | 29,518 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,640,584 | 18,106 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,235,223 | 15,614 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,840,533 | 22,361 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,162,694 | 14,755 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,012,953 | 13,993 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $883,705 | 13,886 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $236,444 | 4,196 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $288,165 | 6,398 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||