Medallion Wealth Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2131139
FARMINGTON, CT
Position in XLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,892
+$206 QoQ
Shares Held
352
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#270
of 293 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,892 | 352 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,686 | 354 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $17,729 | 391 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $17,561 | 196 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $36,788 | 419 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $36,707 | 427 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $48,039 | 571 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||