Advisor OS, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1767580
CHICAGO, IL
Position in XLB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,941,282
-$1,234,382 QoQ
Shares Held
38,849
-1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,941,282 | 38,849 | Shares | Sole | 2026-05-08 | |
| 2023-03-31 | $3,175,664 | 39,371 | Shares | Sole | 2023-04-25 | |
| 2021-06-30 | $285,697 | 3,471 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,594,777 | 45,619 | Shares | Other | 2021-05-13 | |
| 2020-09-30 | $3,680,110 | 57,827 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||