CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1766904
RICHMOND, VA
Position in XLB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$8,095
-$8,502 QoQ
Shares Held
162
-55.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $8,095 | 162 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $16,597 | 366 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $7,259 | 81 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $7,112 | 81 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $6,964 | 81 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $6,815 | 81 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $825,783 | 8,568 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $660,382 | 7,478 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $633,323 | 6,818 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $529,748 | 6,193 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $535,160 | 6,813 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $614,646 | 7,417 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $564,700 | 7,001 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $411,548 | 5,298 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $350,863 | 5,159 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $252,227 | 3,427 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $70,194 | 1,103 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||