IMZ Advisory Inc
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2017735
BOCA RATON, FL
Position in XLB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$282,630
-$151,823 QoQ
Shares Held
5,656
-41.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.50%
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 | $282,630 | 5,656 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $434,453 | 9,580 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $442,902 | 4,942 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $472,769 | 5,384 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $516,825 | 6,011 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,729,329 | 20,553 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,995,066 | 20,700 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,258,175 | 25,571 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,323,325 | 35,777 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,057,541 | 35,744 | Shares | Sole | 2024-04-02 | |
| No filing history on record for this holder in this stock. | ||||||