Private Wealth Asset Management, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1883006
OMAHA, NE
Position in XLB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$389,357
-$6,905 QoQ
Shares Held
7,660
-3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#194
of 293 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,357 | 7,660 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $396,262 | 7,930 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $359,625 | 7,930 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $355,343 | 3,965 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $366,606 | 4,175 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $340,910 | 3,965 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||