Copia Wealth Management
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2058771
BEND, OR
Position in XLB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$6,146
+$4,423 QoQ
Shares Held
123
+223.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,146 | 123 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,723 | 38 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,702 | 19 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,668 | 19 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||