Winch Advisory Services, LLC

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1585822 Appleton, WI

Position in XLB

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$36,977

+$3,600 QoQ

Shares Held

740

+0.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

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	$36,977	740	+0.5%	Shares	Sole	2026-04-30
2025-12-31	$33,377	736	+101.1%	Shares	Sole	2026-02-03
2025-09-30	$32,800	366	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$32,050	365	+0.6%	Shares	Sole	2025-08-07
2025-03-31	$31,210	363	+0.6%	Shares	Sole	2025-05-06
2024-12-31	$30,374	361	+0.6%	Shares	Sole	2025-01-14
2024-09-30	$34,600	359	+0.3%	Shares	Sole	2024-10-21
2024-06-30	$31,614	358	+92.5%	Shares	Sole	2024-07-31
2024-03-31	$17,277	186	+0.5%	Shares	Sole	2024-05-14
2023-12-31	$15,824	185	+0.5%	Shares	Sole	2024-01-18
2023-09-30	$14,453	184	+0.5%	Shares	Sole	2023-11-06
2023-06-30	$15,165	183	+0.5%	Shares	Sole	2023-08-08
2023-03-31	$14,680	182	+0.6%	Shares	Sole	2023-05-10
2022-12-31	$14,060	181	+0.6%	Shares	Sole	2023-01-26
2022-09-30	$12,241	180	+0.6%	Shares	Sole	2022-10-31
2022-06-30	$13,174	179	+0.6%	Shares	Sole	2022-08-12
2022-03-31	$15,690	178	0.0%	Shares	Sole	2022-04-26
2021-12-31	$16,128	178	+0.6%	Shares	Sole	2022-02-04
2021-09-30	$14,002	177	+0.6%	Shares	Sole	2021-11-10
2021-06-30	$14,486	176	+0.6%	Shares	Sole	2021-08-05
2021-03-31	$13,790	175	0.0%	Shares	Sole	2021-05-03
2020-12-31	$12,668	175	+0.6%	Shares	Sole	2021-02-09
2020-09-30	$11,073	174	+0.6%	Shares	Sole	2020-11-04
2020-06-30	$9,748	173	+0.6%	Shares	Sole	2020-08-12
2020-03-31	$7,746	172	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.