Annis Gardner Whiting Capital Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1998414
TAMPA, FL
Position in XLB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$81,301
-$327,846 QoQ
Shares Held
1,627
-82.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,301 | 1,627 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $409,147 | 9,022 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $56,012 | 625 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $54,881 | 625 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $51,588 | 600 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $50,484 | 600 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $57,828 | 600 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||