Massachusetts Wealth Management
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1966011
NORTH ANDOVER, MA
Position in XLB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$524,435
+$263,219 QoQ
Shares Held
10,495
+82.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
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 | $524,435 | 10,495 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $261,216 | 5,760 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $269,308 | 3,005 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $263,869 | 3,005 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $258,369 | 3,005 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $252,840 | 3,005 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $259,262 | 2,690 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $235,346 | 2,665 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $258,234 | 2,780 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $237,801 | 2,780 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $218,369 | 2,780 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $230,378 | 2,780 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $220,201 | 2,730 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $247,022 | 3,180 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||