Oakmont Advisory Group, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2115370
ALBUQUERQUE, NM
Position in XLB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$578,252
-$150,250 QoQ
Shares Held
11,572
-28.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $578,252 | 11,572 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $728,502 | 16,064 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||