Bellwether Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1819815
LINCOLN, NE
Position in XLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,510,539
-$26,596,084 QoQ
Shares Held
147,758
-78.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.44%
of 13F equity value
Holder Rank
#60
of 293 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,510,539 | 147,758 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $34,106,623 | 682,542 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $2,634 | 30 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,579 | 30 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,524 | 30 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $3,123,436 | 35,369 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,280,503 | 35,316 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,489,518 | 40,794 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,789,016 | 48,237 | Shares | Sole | 2023-10-30 | |
| 2022-03-31 | $61,705 | 700 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $63,427 | 700 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $55,377 | 700 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,688,425 | 20,513 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,758,264 | 22,313 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $787,892 | 10,884 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||