LODESTAR PRIVATE ASSET MANAGEMENT LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1963040
ALAMO, CA
Position in XLB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$374,575
+$54,858 QoQ
Shares Held
7,496
+6.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $374,575 | 7,496 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $319,717 | 7,050 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $315,910 | 3,525 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $309,530 | 3,525 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $326,380 | 3,796 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $327,809 | 3,896 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $375,496 | 3,896 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $391,213 | 4,430 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $421,906 | 4,542 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $384,673 | 4,497 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $361,644 | 4,604 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $381,533 | 4,604 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $373,133 | 4,626 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $364,474 | 4,692 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||