SHP Wealth Management
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1807060
PLYMOUTH, MA
Position in XLB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,404
+$108 QoQ
Shares Held
126
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#282
of 293 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,404 | 126 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,296 | 126 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,714 | 126 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||