BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2010186
CINCINNATI, OH
Position in XLB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$13,491
+$1,247 QoQ
Shares Held
270
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,491 | 270 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,244 | 270 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $12,098 | 135 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $11,854 | 135 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $11,607 | 135 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $11,358 | 135 | Shares | Sole | 2025-01-17 | |
| 2024-06-30 | $13,246 | 150 | Shares | Sole | 2024-07-12 | |
| 2022-03-31 | $671,262 | 7,615 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $689,995 | 7,615 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $602,422 | 7,615 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $626,790 | 7,615 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $600,062 | 7,615 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $551,249 | 7,615 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $484,618 | 7,615 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $429,105 | 7,615 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $363,923 | 8,080 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||