Center for Financial Planning, Inc.
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1803557
SOUTHFIED, MI
Position in XLB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$7,695
+$712 QoQ
Shares Held
154
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,695 | 154 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,983 | 154 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,900 | 77 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,761 | 77 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,620 | 77 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $6,478 | 77 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,421 | 77 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,799 | 77 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,152 | 77 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,586 | 77 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $6,048 | 77 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,380 | 77 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,210 | 77 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||