KINGSWOOD WEALTH ADVISORS, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1987855
SAN DIEGO, CA
Position in XLB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$664,251
+$219,005 QoQ
Shares Held
13,293
+35.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $664,251 | 13,293 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $445,246 | 9,818 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $441,916 | 4,931 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $407,350 | 4,639 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $400,408 | 4,657 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $519,901 | 6,179 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $336,173 | 3,488 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $340,964 | 3,861 | Shares | Sole | 2024-07-09 | |
| 2023-09-30 | $219,940 | 2,800 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $233,030 | 2,812 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||