TRANSCEND CAPITAL ADVISORS, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1776082
MADISON, NJ
Position in XLB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$719,068
+$275,908 QoQ
Shares Held
14,390
+47.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $719,068 | 14,390 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $443,160 | 9,772 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $420,497 | 4,692 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $410,862 | 4,679 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $406,169 | 4,724 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $511,066 | 6,074 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $467,153 | 4,847 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $565,978 | 6,409 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $613,817 | 6,608 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $436,425 | 5,102 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $718,968 | 9,153 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $621,276 | 7,497 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $793,291 | 9,835 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $413,257 | 5,320 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $492,596 | 7,243 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $603,152 | 8,195 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $760,470 | 8,627 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $716,906 | 7,912 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $581,221 | 7,347 | Shares | Sole | 2021-11-04 | |
| 2021-03-31 | $258,779 | 3,284 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||