LifePlan Financial, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1739485
MANKATO, MN
Position in XLB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$7,485,406
+$1,242,344 QoQ
Shares Held
149,798
+8.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,485,406 | 149,798 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,243,062 | 137,664 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,876,831 | 65,575 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,460,113 | 62,181 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $5,129,652 | 59,661 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,675,743 | 55,571 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,232,855 | 54,294 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $4,629,386 | 52,422 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,878,768 | 52,522 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,269,472 | 49,912 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||