IFP Advisors, Inc

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1641866 TAMPA, FL

Position in XLB

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$330,451

+$137,759 QoQ

Shares Held

6,613

+55.6% 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 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$330,451	6,613	+55.6%	Shares	Sole	2026-04-13
2025-12-31	$192,692	4,249	+108.1%	Shares	Sole	2026-02-06
2025-09-30	$183,004	2,042	-31.1%	Shares	Sole	2026-02-06
2025-06-30	$260,356	2,965	-59.9%	Shares	Sole	2025-07-24
2025-03-31	$634,962	7,385	+3.5%	Shares	Sole	2025-05-05
2024-12-31	$600,170	7,133	+2.8%	Shares	Sole	2025-02-04
2024-09-30	$668,973	6,941	-1.9%	Shares	Sole	2025-02-04
2024-06-30	$624,969	7,077	+9.1%	Shares	Sole	2024-07-30
2024-03-31	$602,763	6,489	-11.0%	Shares	Sole	2024-07-30
2023-12-31	$623,329	7,287	-0.4%	Shares	Sole	2024-01-09
2023-09-30	$574,436	7,313	+23.3%	Shares	Sole	2023-10-12
2023-06-30	$491,336	5,929	-4.0%	Shares	Sole	2023-08-04
2023-03-31	$498,156	6,176	-40.5%	Shares	Sole	2023-04-18
2022-12-31	$575	10,374	-78.1%	Shares	Sole	2023-02-07
2022-09-30	$3,218,437	47,323	+1.0%	Shares	Sole	2022-11-08
2022-06-30	$3,447,350	46,839	+1999.5%	Shares	Sole	2022-09-06
2022-03-31	$196,662	2,231	+17.4%	Shares	Sole	2022-08-08
2021-12-31	$172,159	1,900	-2.9%	Shares	Sole	2022-01-12
2021-09-30	$154,739	1,956	-71.9%	Shares	Sole	2021-10-06
2021-06-30	$572,877	6,960	+3.8%	Shares	Sole	2021-07-13
2021-03-31	$528,354	6,705	-0.9%	Shares	Sole	2021-04-30
2020-12-31	$490,007	6,769	+364.6%	Shares	Sole	2021-01-25
2020-09-30	$92,723	1,457	-85.4%	Shares	Sole	2020-10-29
2020-06-30	$562,992	9,991	+1153.6%	Shares	Sole	2020-08-05
2020-03-31	$35,896	797	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.