CreativeOne Wealth, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1739728
OVERLAND PARK, KS
Position in XLB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$308,233
-$1,200,360 QoQ
Shares Held
6,064
-79.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#207
of 293 holders
Holding Since
Mar 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,233 | 6,064 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,508,593 | 30,190 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,363,809 | 30,073 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,299,668 | 14,502 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $229,623 | 2,615 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,425,203 | 16,576 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $473,035 | 5,622 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $267,840 | 2,779 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $392,088 | 4,221 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $223,772 | 2,616 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $209,414 | 2,666 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $210,572 | 2,541 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $407,736 | 5,055 | Shares | Other | 2023-05-15 | |
| 2022-03-31 | $279,170 | 3,167 | Shares | Other | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||