Institute for Wealth Management, LLC.

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1533954 DENVER, CO

Position in XLB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$607,835

+$99,825 QoQ

Shares Held

12,164

+8.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.09%

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	$607,835	12,164	+8.6%	Shares	Sole	2026-05-14
2025-12-31	$508,010	11,202	+104.9%	Shares	Sole	2026-01-27
2025-09-30	$489,952	5,467	-0.6%	Shares	Sole	2025-10-17
2025-06-30	$482,955	5,500	0.0%	Shares	Sole	2025-07-18
2025-03-31	$472,890	5,500	0.0%	Shares	Sole	2025-04-21
2024-12-31	$462,770	5,500	0.0%	Shares	Sole	2025-01-23
2024-09-30	$530,090	5,500	+0.1%	Shares	Sole	2024-11-12
2024-06-30	$485,175	5,494	-0.4%	Shares	Sole	2024-07-25
2024-03-31	$512,381	5,516	0.0%	Shares	Sole	2024-04-30
2023-12-31	$471,838	5,516	-5.5%	Shares	Sole	2024-01-31
2023-09-30	$458,653	5,839	0.0%	Shares	Sole	2023-10-13
2023-06-30	$483,877	5,839	+3.7%	Shares	Sole	2023-07-25
2023-03-31	$454,357	5,633	0.0%	Shares	Sole	2023-04-20
2022-12-31	$437,571	5,633	+1.3%	Shares	Sole	2023-02-02
2022-09-30	$377,999	5,558	+7.1%	Shares	Sole	2022-10-18
2022-06-30	$381,836	5,188	0.0%	Shares	Sole	2022-07-25
2022-03-31	$457,322	5,188	-31.1%	Shares	Sole	2022-04-29
2021-12-31	$682,655	7,534	-1.8%	Shares	Sole	2022-01-21
2021-09-30	$607,090	7,674	-4.5%	Shares	Sole	2021-11-15
2021-06-30	$661,690	8,039	+3.8%	Shares	Sole	2021-07-21
2021-03-31	$610,542	7,748	+2.1%	Shares	Sole	2021-05-04
2020-12-31	$549,512	7,591	+3.1%	Shares	Sole	2021-02-01
2020-09-30	$468,708	7,365	-2.3%	Shares	Sole	2020-11-03
2020-06-30	$424,935	7,541	+15.5%	Shares	Sole	2020-07-30
2020-03-31	$294,156	6,531	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.