Premier Path Wealth Partners, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1999925
MADISON, NJ
Position in XLB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,498,450
-$167,028 QoQ
Shares Held
29,987
-18.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,498,450 | 29,987 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,665,478 | 36,725 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,746,424 | 19,487 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,765,946 | 20,111 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,677,555 | 19,511 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,812,039 | 21,536 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,992,174 | 20,670 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,770,085 | 20,044 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,815,813 | 19,548 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,418,680 | 16,585 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||