Atlantic Edge Private Wealth Management, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2011145
JACKSONVILLE, FL
Position in XLB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$199,880
+$18,480 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $199,880 | 4,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $181,400 | 4,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $179,240 | 2,000 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $177,815 | 2,025 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $174,109 | 2,025 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $191,418 | 2,275 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $219,264 | 2,275 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $200,905 | 2,275 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $211,324 | 2,275 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $201,019 | 2,350 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||