IAM Advisory, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1825292
EASTON, PA
Position in XLB
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$418,098
+$12,216 QoQ
Shares Held
8,367
-6.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $418,098 | 8,367 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $405,882 | 8,950 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $399,436 | 4,457 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $328,585 | 3,742 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $323,886 | 3,767 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $283,467 | 3,369 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $323,451 | 3,356 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $286,124 | 3,240 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $467,979 | 5,038 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $291,178 | 3,404 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $297,076 | 3,782 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $293,939 | 3,547 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $323,527 | 4,011 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $492,180 | 6,336 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $255,037 | 3,750 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,790,912 | 37,920 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $3,510,750 | 39,827 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $3,529,621 | 38,954 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $3,034,422 | 38,357 | Shares | Sole | 2021-10-14 | |
| 2021-03-31 | $4,213,042 | 53,465 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,552,322 | 49,072 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||