BKM Wealth Management, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2007263
BROOKFIELD, WI
Position in XLB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$199,880
+$113 QoQ
Shares Held
4,000
+75.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $199,880 | 4,000 | Shares | Sole | 2026-04-22 | |
| 2025-06-30 | $199,767 | 2,275 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $196,034 | 2,280 | Shares | Sole | 2025-05-05 | |
| 2024-09-30 | $219,746 | 2,280 | Shares | Sole | 2024-10-23 | |
| 2023-12-31 | $386,384 | 4,517 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||