Evernest Financial Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2009530
CARMEL, IN
Position in XLB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$687,986
+$143,016 QoQ
Shares Held
13,768
+14.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $687,986 | 13,768 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $544,970 | 12,017 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $612,373 | 6,833 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $592,893 | 6,752 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $542,619 | 6,311 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $502,568 | 5,973 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $551,004 | 5,717 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $527,034 | 5,968 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $579,540 | 6,239 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $485,439 | 5,675 | Shares | Sole | 2024-05-10 | |
| 2021-12-31 | $535,686 | 5,912 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||