FWL INVESTMENT MANAGEMENT, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1829231
Dallas, TX
Position in XLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,016
-$27,255 QoQ
Shares Held
20
-94.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#291
of 293 holders
Holding Since
Sep 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,016 | 20 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $28,271 | 336 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $2,786 | 30 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,566 | 30 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,356 | 30 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $2,419 | 30 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,214 | 80 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,440 | 80 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||