XLB — SELECT SECTOR SPDR TRUST SBI MATERIALS ETF

Ownership history in Cornerstone Planning Group LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Planning Group LLC reported a position in SELECT SECTOR SPDR TRUST SBI MATERIALS ETF (XLB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2022 Q4)
Avg. % of fund
0.0%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 26 — 0% 0.00% $2K $44.58
2025 Q2 REDUCED 26 -333 -92.8% 0.00% $2K $43.47
2022 Q4 INITIATED 359 — — 0.01% $29K —
% of Fund (quarterly)    XLB price (monthly, adj. close)

Other funds also holding XLB

As of 2025 Q4 — sorted by position size

EHP Funds Inc. 3Y 9.19% Gates Capital Management, Inc. 3Y 7Y 7.64% Algorithmic Investment Models, LLC 3Y 5.98% Quantitative Investment Management, LLC 3Y 7Y 4.97% LifePlan Financial, LLC 4.79% SRB CORP 3Y 7Y 4.31% Biltmore Wealth Management, LLC 3Y 7Y 4.27% Private Wealth Advisors, LLC 3Y 2.99% Risk Paradigm Group, LLC 3Y 7Y 2.71% STAPP WEALTH MANAGEMENT, PLLC 3Y 2.69%
← Back to Cornerstone Planning Group LLC Holdings