Ipsen Advisor Group LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1964922
LITTLE ROCK, AR
Position in XLB
as of Mar 31, 2026
· filed May 29, 2026
Position Value
$778,832
+$75,046 QoQ
Shares Held
15,586
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $778,832 | 15,586 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $703,786 | 15,519 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $703,068 | 7,845 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $698,177 | 7,951 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $680,273 | 7,912 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $662,602 | 7,875 | Shares | Sole | 2025-02-12 | |
| 2022-12-31 | $600,777 | 7,734 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||