Financial & Tax Architects, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1758543
ST LOUIS, MO
Position in XLB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,324,205
+$227,189 QoQ
Shares Held
26,500
+9.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,324,205 | 26,500 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,097,016 | 24,190 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,137,905 | 12,697 | Shares | Sole | 2025-11-05 | |
| 2024-12-31 | $619,186 | 7,359 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $616,157 | 6,393 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $605,806 | 6,860 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $661,376 | 7,120 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $665,501 | 7,780 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $716,768 | 9,125 | Shares | Sole | 2023-10-19 | |
| 2023-03-31 | $925,654 | 11,476 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,221,673 | 15,727 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $1,308,976 | 17,785 | Shares | Sole | 2023-08-25 | |
| 2021-12-31 | $1,252,864 | 13,827 | Shares | Sole | 2023-08-25 | |
| 2021-09-30 | $886,585 | 11,207 | Shares | Sole | 2023-08-25 | |
| 2021-06-30 | $679,715 | 8,258 | Shares | Sole | 2023-08-25 | |
| 2021-03-31 | $544,744 | 6,913 | Shares | Sole | 2023-08-25 | |
| No filing history on record for this holder in this stock. | ||||||