Fiduciary Group, LLC

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1645890 SAVANNAH, GA

Position in XLB

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$2,730,310

+$535,416 QoQ

Shares Held

54,639

+12.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.34%

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	$2,730,310	54,639	+12.9%	Shares	Sole	2026-05-11
2025-12-31	$2,194,894	48,399	+141.7%	Shares	Sole	2026-02-12
2025-09-30	$1,794,819	20,027	+5.0%	Shares	Sole	2025-11-12
2025-06-30	$1,675,590	19,082	+4.4%	Shares	Sole	2025-08-13
2025-03-31	$1,572,058	18,284	+11.4%	Shares	Sole	2025-04-28
2024-12-31	$1,381,410	16,418	+12.3%	Shares	Sole	2025-02-11
2024-09-30	$1,409,268	14,622	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$1,290,562	14,614	+2.3%	Shares	Sole	2024-08-08
2024-03-31	$1,327,212	14,288	+10.3%	Shares	Sole	2024-05-13
2023-12-31	$1,107,571	12,948	+70.6%	Shares	Sole	2024-02-05
2023-09-30	$596,273	7,591	+18.1%	Shares	Sole	2023-11-13
2023-06-30	$532,522	6,426	+10.9%	Shares	Sole	2023-07-27
2023-03-31	$467,344	5,794	0.0%	Shares	Sole	2023-05-15
2022-12-31	$450,077	5,794	-1.4%	Shares	Sole	2023-02-07
2022-09-30	$399,626	5,876	-10.6%	Shares	Sole	2022-11-14
2022-06-30	$483,920	6,575	+3.3%	Shares	Sole	2022-08-12
2022-03-31	$561,074	6,365	+6.4%	Shares	Sole	2022-05-13
2021-12-31	$542,119	5,983	0.0%	Shares	Sole	2022-02-14
2021-09-30	$473,315	5,983	0.0%	Shares	Sole	2021-10-27
2021-06-30	$492,460	5,983	+14.7%	Shares	Sole	2021-08-05
2021-03-31	$411,020	5,216	+2.0%	Shares	Sole	2021-05-03
2020-12-31	$370,347	5,116	+3.0%	Shares	Sole	2021-02-12
2020-09-30	$316,036	4,966	+11.2%	Shares	Sole	2020-11-12
2020-06-30	$251,659	4,466	0.0%	Shares	Sole	2020-08-14
2020-03-31	$201,148	4,466	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.