Ascentis Independent Advisors
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1845003
DALLAS, TX
Position in XLB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$618,127
+$184,309 QoQ
Shares Held
12,370
+29.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $618,127 | 12,370 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $433,818 | 9,566 | Shares | Sole | 2026-01-29 | |
| 2024-09-30 | $2,890 | 30 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||