Finivi Inc.
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2101641
WESTBOROUGH, MA
Position in XLB
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$647,761
-$1,214,686 QoQ
Shares Held
12,963
-32.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
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 | $647,761 | 12,963 | Shares | Sole | 2026-04-10 | |
| 2024-09-30 | $1,862,447 | 19,324 | Shares | Sole | 2025-12-19 | |
| 2024-06-30 | $1,697,671 | 19,224 | Shares | Sole | 2025-12-19 | |
| 2024-03-31 | $1,742,616 | 18,760 | Shares | Sole | 2025-12-19 | |
| 2023-12-31 | $1,537,923 | 17,979 | Shares | Sole | 2025-12-19 | |
| No filing history on record for this holder in this stock. | ||||||