Advisory Resource Group
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1764968
Tulsa, OK
Position in XLB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,163,201
-$529,682 QoQ
Shares Held
43,290
-27.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,163,201 | 43,290 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,692,883 | 59,380 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,219,997 | 13,613 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,151,013 | 13,108 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,192,404 | 25,499 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,015,321 | 23,952 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,000,077 | 20,752 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $1,767,966 | 20,020 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,716,421 | 18,478 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $1,364,705 | 15,954 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $710,563 | 9,046 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $704,229 | 8,498 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $645,683 | 8,005 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $542,905 | 6,989 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $944,658 | 13,890 | Shares | Sole | 2022-10-11 | |
| 2021-09-30 | $436,687 | 5,520 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $403,730 | 4,905 | Shares | Sole | 2021-08-19 | |
| No filing history on record for this holder in this stock. | ||||||