Golden State Wealth Management, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1776033
SANTA ANA, CA
Position in XLB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$129,522
-$12,332 QoQ
Shares Held
2,592
-17.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $129,522 | 2,592 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $141,854 | 3,128 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $146,976 | 1,640 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $159,023 | 1,811 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $202,138 | 2,351 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $226,841 | 2,696 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $1,191,259 | 13,514 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $482,679 | 5,327 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $416,672 | 5,267 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $410,150 | 4,983 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||