TFC Financial Management, Inc.
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1827844
BOSTON, MA
Position in XLB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$32,130
+$3,106 QoQ
Shares Held
643
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,130 | 643 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $29,024 | 640 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $28,588 | 319 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $27,835 | 317 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $27,083 | 315 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $26,419 | 314 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $30,070 | 312 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $27,464 | 311 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $28,703 | 309 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $26,346 | 308 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $24,036 | 306 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $25,275 | 305 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $24,439 | 303 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $23,459 | 302 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $20,403 | 300 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $22,080 | 300 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $26,445 | 300 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $27,183 | 300 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $23,733 | 300 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $24,693 | 300 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $23,640 | 300 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $21,717 | 300 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $19,092 | 300 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||