Sowell Financial Services LLC

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1633697 NORTH LITTLE ROCK, AR

Position in XLB

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$1,325,854

+$67,573 QoQ

Shares Held

26,533

-4.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,325,854	26,533	-4.4%	Shares	Sole	2026-04-20
2025-12-31	$1,258,281	27,746	+170.0%	Shares	Sole	2026-01-21
2025-09-30	$920,935	10,276	-8.5%	Shares	Sole	2025-10-17
2025-06-30	$986,545	11,235	-5.1%	Shares	Sole	2025-07-14
2025-03-31	$1,017,917	11,839	-7.2%	Shares	Sole	2025-04-17
2024-12-31	$1,073,289	12,756	+6.1%	Shares	Sole	2025-02-07
2024-06-30	$1,061,662	12,022	-0.4%	Shares	Sole	2024-08-13
2024-03-31	$1,121,182	12,070	-28.5%	Shares	Sole	2024-05-03
2023-12-31	$1,443,744	16,878	+62.3%	Shares	Sole	2024-01-24
2023-09-30	$816,684	10,397	-36.9%	Shares	Sole	2023-11-08
2023-06-30	$1,365,863	16,482	+2.5%	Shares	Sole	2023-08-14
2023-03-31	$1,297,335	16,084	-0.0%	Shares	Sole	2023-05-12
2022-12-31	$1,249,948	16,091	+12.0%	Shares	Sole	2023-02-09
2022-09-30	$977,303	14,370	+34.8%	Shares	Sole	2022-11-15
2021-12-31	$965,811	10,659	-0.3%	Shares	Sole	2022-02-09
2021-09-30	$845,923	10,693	+0.4%	Shares	Sole	2021-11-04
2021-06-30	$876,436	10,648	-72.6%	Shares	Sole	2021-08-05
2021-03-31	$3,058,306	38,811	+270.6%	Shares	Sole	2021-05-07
2020-12-31	$758,068	10,472	-23.8%	Shares	Sole	2021-01-13
2020-09-30	$874,413	13,740	+73.5%	Shares	Sole	2020-11-12
2020-06-30	$446,292	7,920	+27.6%	Shares	Sole	2020-08-13
2020-03-31	$279,563	6,207	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.