Spire Wealth Management

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1858740 MCLEAN, VA

Position in XLB

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$17,589

-$959 QoQ

Shares Held

352

-13.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,589	352	-13.9%	Shares	Sole	2026-04-22
2025-12-31	$18,548	409	+84.2%	Shares	Sole	2026-01-14
2025-09-30	$19,895	222	-98.6%	Shares	Sole	2025-10-23
2025-06-30	$1,351,131	15,387	-21.7%	Shares	Sole	2025-08-04
2025-03-31	$1,688,733	19,641	-0.8%	Shares	Sole	2025-04-23
2024-12-31	$1,666,645	19,808	+3.7%	Shares	Sole	2025-01-24
2024-09-30	$1,841,725	19,109	-13.0%	Shares	Sole	2024-10-15
2024-06-30	$1,936,199	21,964	-13.5%	Shares	Sole	2024-07-31
2024-03-31	$2,359,498	25,401	-1.7%	Shares	Sole	2024-04-24
2023-12-31	$2,210,951	25,847	+10.6%	Shares	Sole	2024-02-06
2023-09-30	$1,835,634	23,369	+15.1%	Shares	Sole	2023-11-08
2023-06-30	$1,681,846	20,295	-18.9%	Shares	Sole	2023-08-09
2023-03-31	$2,019,725	25,040	+34.2%	Shares	Sole	2023-05-09
2022-12-31	$1,449,120	18,655	+3.0%	Shares	Sole	2023-02-03
2022-09-30	$1,231,184	18,103	-35.6%	Shares	Sole	2022-11-07
2022-06-30	$2,068,822	28,109	-28.9%	Shares	Sole	2022-07-22
2022-03-31	$3,487,214	39,560	-22.0%	Shares	Sole	2022-04-18
2021-12-31	$4,596,011	50,723	+7.0%	Shares	Sole	2022-01-14
2021-09-30	$3,751,396	47,420	-38.2%	Shares	Sole	2021-10-22
2021-06-30	$6,312,106	76,687	+30.0%	Shares	Sole	2021-07-26
2021-03-31	$4,649,672	59,006	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.