Meridian Financial Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2032629
HOLLISTON, MA
Position in XLB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$397,161
+$26,017 QoQ
Shares Held
7,948
-2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $397,161 | 7,948 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $371,144 | 8,184 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $366,725 | 4,092 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $344,829 | 3,927 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $337,643 | 3,927 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $338,831 | 4,027 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $350,437 | 3,636 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $321,095 | 3,636 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $337,748 | 3,636 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $311,023 | 3,636 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $285,607 | 3,636 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $301,315 | 3,636 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $290,376 | 3,600 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $271,880 | 3,500 | Shares | Sole | 2024-08-13 | |
| 2022-09-30 | $238,035 | 3,500 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $213,440 | 2,900 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $255,635 | 2,900 | Shares | Sole | 2024-08-13 | |
| 2021-12-31 | $235,586 | 2,600 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||