Summit Financial, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1765536
PARSIPPANY, NJ
Position in XLB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,347,808
-$184,821 QoQ
Shares Held
26,516
-13.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#131
of 293 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,347,808 | 26,516 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,532,629 | 30,671 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,127,401 | 24,860 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $692,941 | 7,732 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $664,721 | 7,570 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $580,107 | 6,747 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $640,221 | 7,609 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $724,681 | 7,519 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $340,964 | 3,861 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $207,237 | 2,231 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||