CALTON & ASSOCIATES, INC.
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 822648
Tampa, FL
Position in XLB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$529,981
+$118,984 QoQ
Shares Held
10,606
+131.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $529,981 | 10,606 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $410,997 | 4,586 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $300,749 | 3,425 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $258,369 | 3,005 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||