Simplicity Wealth,LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1913243
SUMMIT, NJ
Position in XLB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$433,939
+$63,533 QoQ
Shares Held
8,684
+106.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
3 quarters on record
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 | $433,939 | 8,684 | Shares | Sole | 2026-04-30 | |
| 2022-03-31 | $370,406 | 4,202 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,032,772 | 11,398 | Shares | Sole | 2022-02-25 | |
| No filing history on record for this holder in this stock. | ||||||