Dynamic Wealth Strategies, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1812853
GRANITE BAY, CA
Position in XLB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$137,017
+$62,553 QoQ
Shares Held
2,742
+67.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,017 | 2,742 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $74,464 | 1,642 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $46,692 | 521 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $45,749 | 521 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $44,795 | 521 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $50,213 | 521 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $46,009 | 521 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $48,395 | 521 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $44,566 | 521 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||