Fourth Dimension Wealth, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2056691
MIDDLEBURG HEIGHTS, OH
Position in XLB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$770,137
+$99,139 QoQ
Shares Held
15,412
+4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $770,137 | 15,412 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $670,998 | 14,796 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $654,853 | 7,307 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $615,196 | 7,006 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $562,997 | 6,548 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $490,956 | 5,835 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||