Corient Private Wealth LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1948780
MIAMI, FL
Position in XLB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,597,437
+$720,862 QoQ
Shares Held
252,100
-3.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
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 | $12,597,437 | 252,100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,876,575 | 261,887 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $3,935,931 | 43,918 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,040,858 | 137,124 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $10,929,519 | 127,117 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,884,778 | 153,135 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,569,822 | 140,795 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,118,185 | 148,547 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,171,577 | 152,563 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $13,662,790 | 159,724 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $12,623,220 | 160,703 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $13,459,662 | 162,419 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $13,406,821 | 166,214 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,652,829 | 162,884 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||