Joseph P. Lucia & Associates, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1775391
Yorktown Heights, NY
Position in XLB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,555,615
+$607,153 QoQ
Shares Held
51,143
+19.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,555,615 | 51,143 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,948,462 | 42,965 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,766,320 | 19,709 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,505,590 | 17,146 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,518,062 | 17,656 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,535,302 | 18,247 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,694,071 | 17,577 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,492,085 | 16,896 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,263,861 | 13,606 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,032,809 | 12,074 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $917,856 | 11,685 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $831,600 | 10,035 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $980,664 | 12,158 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,031,978 | 13,285 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,227,716 | 18,052 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,422,099 | 19,322 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,802,843 | 20,452 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,233,655 | 13,615 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,021,942 | 12,918 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,030,768 | 12,523 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $242,388 | 3,076 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $184,522 | 2,549 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $158,118 | 2,806 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $145,344 | 3,227 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||