Financial Gravity Asset Management, Inc.
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1741736
Lakeway, TX
Position in XLB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$9,294
+$859 QoQ
Shares Held
186
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,294 | 186 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,435 | 186 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,207 | 192 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $7,996 | 93 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $19,693 | 223 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $27,867 | 300 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $27,116 | 317 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $6,907 | 88 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $6,878 | 83 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,710 | 108 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,059 | 78 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $9,248 | 136 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $10,892 | 148 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $15,514 | 176 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $16,490 | 182 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $79 | 1 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $81,486 | 990 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $83,606 | 1,061 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,935 | 82 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $810 | 18 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||