Prospera Financial Services Inc

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1541625 Dallas, TX

Position in XLB

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

Position Value

$2,787,026

+$1,763,930 QoQ

Shares Held

55,774

+147.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,787,026	55,774	+147.2%	Shares	Sole	2026-04-14
2025-12-31	$1,023,096	22,560	+94.4%	Shares	Sole	2026-02-09
2025-09-30	$1,040,040	11,605	-0.2%	Shares	Sole	2025-11-06
2025-06-30	$1,020,703	11,624	-7.6%	Shares	Sole	2025-08-06
2025-03-31	$1,081,198	12,575	+10.0%	Shares	Sole	2025-05-15
2024-12-31	$962,225	11,436	-16.6%	Shares	Sole	2025-02-13
2024-09-30	$1,321,755	13,714	-2.0%	Shares	Sole	2024-11-07
2024-06-30	$1,236,163	13,998	-36.1%	Shares	Sole	2024-08-13
2024-03-31	$2,033,826	21,895	+158.1%	Shares	Sole	2024-08-13
2023-12-31	$725,635	8,483	+0.8%	Shares	Sole	2024-02-14
2023-09-30	$660,998	8,415	+211.2%	Shares	Sole	2023-11-13
2023-06-30	$224,080	2,704	-36.4%	Shares	Sole	2023-08-08
2023-03-31	$343,127	4,254	+8.9%	Shares	Sole	2023-05-12
2022-12-31	$303,495	3,907	-79.5%	Shares	Sole	2023-02-08
2022-09-30	$1,296,610	19,065	+40.4%	Shares	Sole	2022-10-27
2022-06-30	$999,708	13,583	+32.3%	Shares	Sole	2022-08-08
2022-03-31	$905,036	10,267	+5.6%	Shares	Sole	2022-05-04
2021-12-31	$881,182	9,725	-58.8%	Shares	Sole	2022-02-10
2021-09-30	$1,869,290	23,629	+535.4%	Shares	Sole	2021-11-12
2021-06-30	$306,110	3,719	+27.3%	Shares	Sole	2021-08-16
2021-03-31	$230,253	2,922	-86.0%	Shares	Sole	2021-05-06
2020-12-31	$1,512,806	20,898	-14.3%	Shares	Sole	2021-02-12
2020-09-30	$1,551,861	24,385	-9.0%	Shares	Sole	2020-11-04
2020-06-30	$1,509,165	26,782	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.