Clearstead Advisors, LLC

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 842775 CLEVELAND, OH

Position in XLB

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$226,713

+$35,609 QoQ

Shares Held

4,537

+7.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$226,713	4,537	+7.7%	Shares	Sole	2026-05-06
2025-12-31	$191,104	4,214	+98.3%	Shares	Sole	2026-02-09
2025-09-30	$190,442	2,125	-17.8%	Shares	Sole	2025-11-10
2025-06-30	$227,076	2,586	+28.7%	Shares	Sole	2025-08-08
2025-03-31	$172,819	2,010	-42.9%	Shares	Sole	2025-05-13
2024-12-31	$296,088	3,519	+71.7%	Shares	Sole	2025-02-10
2024-09-30	$197,579	2,050	-3.2%	Shares	Sole	2024-11-13
2024-06-30	$187,040	2,118	+2.2%	Shares	Sole	2024-08-12
2024-03-31	$192,560	2,073	0.0%	Shares	Sole	2024-05-14
2023-12-31	$177,324	2,073	+11.6%	Shares	Sole	2024-02-12
2023-09-30	$145,945	1,858	0.0%	Shares	Sole	2023-11-07
2023-06-30	$153,972	1,858	0.0%	Shares	Sole	2023-08-07
2023-03-31	$149,866	1,858	0.0%	Shares	Sole	2023-05-09
2022-12-31	$144,329	1,858	-2.8%	Shares	Sole	2023-02-14
2022-09-30	$130,035	1,912	0.0%	Shares	Sole	2022-11-15
2022-06-30	$140,723	1,912	-8.9%	Shares	Sole	2022-08-12
2022-03-31	$184,938	2,098	-11.2%	Shares	Sole	2022-05-04
2021-12-31	$214,111	2,363	+32.5%	Shares	Sole	2022-02-14
2021-09-30	$141,132	1,784	+107.7%	Shares	Sole	2021-11-12
2021-06-30	$70,704	859	0.0%	Shares	Sole	2021-08-12
2021-03-31	$67,689	859	-14.5%	Shares	Sole	2021-05-14
2020-12-31	$72,751	1,005	0.0%	Shares	Sole	2021-02-11
2020-09-30	$63,958	1,005	+25.6%	Shares	Sole	2020-11-12
2020-06-30	$45,080	800	0.0%	Shares	Sole	2020-08-11
2020-03-31	$36,032	800	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.