Soltis Investment Advisors LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1802530
ST. GEORGE, UT
Position in XLB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$342,894
+$142,342 QoQ
Shares Held
6,862
+202.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $342,894 | 6,862 | Shares | Sole | 2026-04-27 | |
| 2024-06-30 | $200,552 | 2,271 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $250,617 | 2,698 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $212,481 | 2,484 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||