Peak Retirement Planning, Inc.
PensionPosition in XLB — State Street Materials Select Sector SPDR ETF
CIK 2056697
COLUMBUS, OH
Position in XLB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$13,192,379
+$2,714,443 QoQ
Shares Held
264,006
+14.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,192,379 | 264,006 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,477,936 | 231,046 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,632,964 | 118,645 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $234,277 | 2,668 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $5,687,233 | 66,146 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||