Asset One Wealth Management LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2110759
BELLEVUE, WA
Position in XLB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$753,910
+$35,992 QoQ
Shares Held
14,832
+3.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#155
of 293 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $753,910 | 14,832 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $717,918 | 14,367 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $640,976 | 14,134 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||