OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 714364
WILLIAMSVILLE, NY
Position in XLB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$10,793
+$1,043 QoQ
Shares Held
216
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,793 | 216 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,750 | 215 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,589 | 107 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,307 | 106 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,113 | 106 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $26,672 | 317 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||