Opal Wealth Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1844201
JERICHO, NY
Position in XLB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$25,384
-$17,818 QoQ
Shares Held
508
+3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,384 | 508 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $43,202 | 492 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $150,465 | 1,750 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $208,180 | 2,160 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $215,211 | 2,437 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $235,754 | 2,538 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $234,122 | 2,737 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $299,275 | 3,810 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $6,097,988 | 73,585 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,934,236 | 73,571 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $4,822,762 | 62,085 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,082,659 | 74,734 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $5,086,569 | 69,111 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,585,422 | 74,707 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $6,643,887 | 73,324 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,007,979 | 63,304 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $4,669,610 | 56,732 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||