HB Wealth Management, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1911253
Atlanta, GA
Position in XLB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$616,030
+$137,271 QoQ
Shares Held
12,328
+16.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $616,030 | 12,328 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $478,759 | 10,557 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $473,014 | 5,278 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $439,928 | 5,010 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $473,577 | 5,508 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $413,295 | 4,912 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $445,950 | 4,627 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $386,709 | 4,379 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $271,424 | 2,922 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $281,512 | 3,291 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $229,915 | 2,927 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $242,146 | 2,922 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $238,108 | 2,952 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $248,265 | 3,196 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||