West Financial Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1843684
DES MOINES, IA
Position in XLB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$3,850,988
+$2,169,066 QoQ
Shares Held
77,066
+269.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,850,988 | 77,066 | Shares | Sole | 2026-04-08 | |
| 2023-03-31 | $1,681,922 | 20,852 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $1,455,513 | 19,776 | Shares | Other | 2022-07-14 | |
| 2021-12-31 | $54,184 | 598 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $47,307 | 598 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $49,221 | 598 | Shares | Sole | 2021-07-27 | |
| 2020-12-31 | $531,414 | 7,341 | Shares | Sole | 2021-02-22 | |
| No filing history on record for this holder in this stock. | ||||||