ELEVATION POINT WEALTH PARTNERS, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1744349
DENVER, CO
Position in XLB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,908,645
+$316,402 QoQ
Shares Held
57,223
+10.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#88
of 293 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,908,645 | 57,223 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,592,243 | 51,876 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,916,989 | 42,271 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $608,609 | 6,791 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $546,090 | 6,219 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $558,354 | 6,494 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $578,210 | 6,872 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $842,650 | 8,743 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $928,932 | 10,519 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $1,199,024 | 12,908 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $1,058,300 | 12,372 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $940,714 | 11,976 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $944,635 | 11,399 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $875,241 | 10,851 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $807,716 | 10,398 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $675,951 | 9,939 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $548,172 | 7,448 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $650,547 | 7,380 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $597,935 | 6,599 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $593,957 | 7,508 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $571,066 | 6,938 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $540,646 | 6,861 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $404,370 | 5,586 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $370,002 | 5,814 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $332,465 | 5,900 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $273,077 | 6,063 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||