Roberts Wealth Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1885319
PALO ALTO, CA
Position in XLB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$281,880
+$44,292 QoQ
Shares Held
5,641
+7.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $281,880 | 5,641 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $237,588 | 5,239 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $261,063 | 2,913 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $262,200 | 2,986 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $256,478 | 2,983 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $251,578 | 2,990 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $355,738 | 3,691 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $325,952 | 3,691 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $338,398 | 3,643 | Shares | Sole | 2024-04-18 | |
| 2023-09-30 | $271,154 | 3,452 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $293,276 | 3,539 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $290,940 | 3,607 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $276,696 | 3,562 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $234,362 | 3,446 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $245,014 | 3,329 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $282,344 | 3,203 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $285,693 | 3,153 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $243,105 | 3,073 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||