One Charles Private Wealth Services, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1800938
HINGHAM, MA
Position in XLB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$352,388
+$13,715 QoQ
Shares Held
7,052
-5.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $352,388 | 7,052 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $338,673 | 7,468 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $350,951 | 3,916 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $321,823 | 3,665 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $286,227 | 3,329 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $269,752 | 3,206 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $233,432 | 2,422 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $215,388 | 2,439 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $233,711 | 2,516 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $207,092 | 2,421 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||