Occidental Asset Management, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1770994
Burlingame, CA
Position in XLB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$258,145
-$1,646,076 QoQ
Shares Held
5,166
-78.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,145 | 5,166 | Shares | Sole | 2026-04-16 | |
| 2023-03-31 | $1,904,221 | 23,608 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||