Journey Advisory Group, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1840085
COVINGTON, KY
Position in XLB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$218,968
-$6,965 QoQ
Shares Held
4,382
-12.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,968 | 4,382 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $225,933 | 4,982 | Shares | Sole | 2026-01-27 | |
| 2022-12-31 | $336,354 | 4,330 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $294,483 | 4,330 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $307,648 | 4,180 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $456,617 | 5,180 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $469,359 | 5,180 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $425,216 | 5,375 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $493,860 | 6,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $504,320 | 6,400 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $474,516 | 6,555 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||