Pinnacle Wealth Planning Services, Inc.
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1726752
MANSFIELD, OH
Position in XLB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$142,514
+$8,551 QoQ
Shares Held
2,852
-3.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,514 | 2,852 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $133,963 | 2,954 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $5,863 | 81 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||