Cornerstone Planning Group LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1822587
FAIRFIELD, NJ
Position in XLB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$5,746
+$3,416 QoQ
Shares Held
115
+342.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,746 | 115 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $2,330 | 26 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,283 | 26 | Shares | Sole | 2025-08-11 | |
| 2022-12-31 | $27,887 | 359 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||