Sequent Planning LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2009724
OMAHA, NE
Position in XLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$689,763
+$50,997 QoQ
Shares Held
13,570
+6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#164
of 293 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 1%
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 | $689,763 | 13,570 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $638,766 | 12,783 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $517,126 | 11,403 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $406,695 | 4,538 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $362,040 | 4,123 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $251,233 | 2,922 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||