INDEPENDENT FINANCIAL GROUP, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 275484
SAN DIEGO, CA
Position in XLB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,440,834
+$1,987,639 QoQ
Shares Held
68,858
+114.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
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 | $3,440,834 | 68,858 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,453,195 | 32,044 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $979,456 | 10,929 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $891,622 | 10,154 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,067,011 | 12,410 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||