Fortis Group Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1815183
WESTWOOD, NJ
Position in XLB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,397
+$407 QoQ
Shares Held
88
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,397 | 88 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,990 | 88 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,943 | 44 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,863 | 44 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,783 | 44 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,702 | 44 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,240 | 44 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,885 | 44 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,087 | 44 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,526 | 88 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $3,456 | 44 | Shares | Sole | 2023-12-01 | |
| 2020-09-30 | $2,736 | 43 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||