Callan Family Office, LLC
Family OfficePosition in XLB — State Street Materials Select Sector SPDR ETF
CIK 1938970
RADNOR, PA
Position in XLB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$667,499
+$18,789 QoQ
Shares Held
13,132
+1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#166
of 293 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,499 | 13,132 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $648,710 | 12,982 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $588,733 | 12,982 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $618,915 | 6,906 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $606,415 | 6,906 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $593,777 | 6,906 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $581,070 | 6,906 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||