CREATIVE FINANCIAL DESIGNS INC /ADV
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 819864
KOKOMO, IN
Position in XLB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$224,215
+$16,422 QoQ
Shares Held
4,487
-2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,215 | 4,487 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $207,793 | 4,582 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $363,588 | 4,057 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $388,208 | 4,421 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $381,837 | 4,441 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $436,181 | 5,184 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $537,125 | 5,573 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $546,815 | 6,192 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $362,363 | 3,901 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $304,864 | 3,564 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $372,169 | 4,738 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $322,198 | 3,888 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $252,627 | 3,132 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $113,801 | 1,465 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $182,878 | 2,689 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $187,900 | 2,553 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $226,633 | 2,571 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $235,042 | 2,594 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $215,258 | 2,721 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $143,960 | 1,749 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $80,612 | 1,023 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $36,195 | 500 | Shares | Sole | 2021-01-08 | |
| No filing history on record for this holder in this stock. | ||||||