Visionary Wealth Advisors
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1802984
O'FALLON, IL
Position in XLB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$216,535
+$3,863 QoQ
Shares Held
4,260
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#229
of 293 holders
Holding Since
Dec 2020
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,535 | 4,260 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $212,672 | 4,256 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $209,800 | 2,341 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $207,582 | 2,364 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $256,178 | 2,658 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $247,003 | 2,797 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $234,733 | 2,527 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $429,068 | 5,016 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $588,967 | 7,498 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $625,171 | 7,544 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $459,116 | 5,692 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $546,970 | 6,205 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $840,679 | 9,278 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $309,794 | 3,916 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $300,925 | 3,656 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $280,212 | 3,556 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $265,960 | 3,674 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||