Arkadios Wealth Advisors
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1800798
ATLANTA, GA
Position in XLB
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$614,480
+$50,191 QoQ
Shares Held
12,297
-1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
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 | $614,480 | 12,297 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $564,289 | 12,443 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $758,095 | 8,459 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $676,575 | 7,705 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $495,330 | 5,761 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $426,673 | 5,071 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $342,823 | 3,557 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,815,411 | 31,881 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,657,025 | 28,604 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,325,575 | 27,187 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,041,750 | 25,993 | Shares | Sole | 2023-10-13 | |
| 2022-06-30 | $211,011 | 2,867 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $243,029 | 2,757 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $345,586 | 3,814 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $275,144 | 3,478 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,700,606 | 20,661 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,443,773 | 18,322 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,217,455 | 16,818 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $87,886 | 1,381 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $5,635 | 100 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||