Centric Wealth Management
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1752761
CHICAGO, IL
Position in XLB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,602,986
-$122,471 QoQ
Shares Held
72,103
-12.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,602,986 | 72,103 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,725,457 | 82,149 | Shares | Sole | 2026-02-04 | |
| 2021-12-31 | $1,605,881 | 17,723 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||