Advyzon Investment Management, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2011872
LISLE, IL
Position in XLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$391,644
+$173,127 QoQ
Shares Held
7,705
+76.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#193
of 293 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,644 | 7,705 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $218,517 | 4,373 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $215,956 | 4,762 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $203,437 | 2,270 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||