WealthShield Partners, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1729303
CARY, NC
Position in XLB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$762
+$613 QoQ
Shares Held
15
+400.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#292
of 293 holders
Holding Since
Mar 2021
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762 | 15 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $149 | 3 | Shares | Sole | 2026-05-01 | |
| 2025-03-31 | $31,812 | 370 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $30,963 | 368 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $35,371 | 367 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $32,233 | 365 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $33,719 | 363 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $30,965 | 362 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $106,749 | 1,359 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $112,537 | 1,358 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $109,374 | 1,356 | Shares | Sole | 2023-05-08 | |
| 2021-03-31 | $118,200 | 1,500 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||