WBH ADVISORY INC

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1259671 BALTIMORE, MD

Position in XLB

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$2,723,215

+$257,309 QoQ

Shares Held

54,497

+0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 12% Shared 0% None 88%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,723,215	54,497	+0.2%	Shares	Sole	2026-04-27
2025-12-31	$2,465,906	54,375	+104.1%	Shares	Sole	2026-01-26
2025-09-30	$2,388,104	26,647	-1.6%	Shares	Sole	2025-10-30
2025-06-30	$2,376,928	27,069	0.0%	Shares	Sole	2025-07-30
2025-03-31	$2,327,392	27,069	-2.5%	Shares	Sole	2025-05-12
2024-12-31	$2,335,389	27,756	-3.2%	Shares	Sole	2025-01-31
2024-09-30	$2,762,250	28,660	-0.9%	Shares	Sole	2024-10-15
2024-06-30	$2,554,896	28,931	+0.0%	Shares	Sole	2024-07-11
2024-03-31	$2,687,307	28,930	+3.1%	Shares	Sole	2024-04-16
2023-12-31	$2,399,225	28,048	-9.2%	Shares	Sole	2024-01-09
2023-09-30	$2,426,880	30,896	+14.7%	Shares	Sole	2023-10-10
2023-06-30	$2,231,854	26,932	-18.9%	Shares	Sole	2023-07-12
2023-03-31	$2,679,121	33,215	+27.6%	Shares	Sole	2023-04-20
2022-09-30	$1,770,232	26,029	-31.8%	Shares	Sole	2022-10-18
2022-06-30	$2,809,017	38,166	-6.3%	Shares	Sole	2022-07-12
2022-03-31	$3,591,142	40,739	+0.5%	Shares	Sole	2022-04-29
2021-12-31	$3,672,604	40,532	+14.4%	Shares	Sole	2022-01-28
2021-09-30	$2,803,737	35,441	+68.2%	Shares	Sole	2021-10-25
2021-06-30	$1,734,436	21,072	+4.2%	Shares	Sole	2021-07-27
2021-03-31	$1,594,124	20,230	+0.4%	Shares	Sole	2021-04-19
2020-12-31	$1,458,875	20,153	+4.7%	Shares	Sole	2021-01-21
2020-09-30	$1,225,006	19,249	+10.6%	Shares	Sole	2020-10-27
2020-06-30	$980,659	17,403	+11.6%	Shares	Sole	2020-08-05
2020-03-31	$702,218	15,591	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.