Modern Wealth Management, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2001900
KANSAS CITY, MO
Position in XLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$245,661
+$5,706 QoQ
Shares Held
4,833
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#219
of 293 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,661 | 4,833 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $239,955 | 4,802 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $217,770 | 4,802 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $215,177 | 2,401 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $210,831 | 2,401 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $212,198 | 2,468 | Shares | Sole | 2025-06-02 | |
| No filing history on record for this holder in this stock. | ||||||