Meridian Wealth Management, LLC

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1697300 LEXINGTON, KY

Position in XLB

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$1,018,338

+$150,430 QoQ

Shares Held

20,379

+6.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 12% Shared 0% None 88%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,018,338	20,379	+6.5%	Shares	Sole	2026-05-06
2025-12-31	$867,908	19,138	+92.1%	Shares	Sole	2026-02-04
2025-09-30	$892,704	9,961	+7.5%	Shares	Sole	2025-11-04
2025-06-30	$813,647	9,266	+0.0%	Shares	Sole	2025-08-08
2025-03-31	$796,604	9,265	-0.4%	Shares	Sole	2025-05-12
2024-12-31	$782,754	9,303	+3.3%	Shares	Sole	2025-02-06
2024-09-30	$867,612	9,002	-2.1%	Shares	Sole	2024-11-12
2024-06-30	$812,363	9,199	-7.6%	Shares	Sole	2024-08-08
2023-12-31	$851,721	9,957	-3.0%	Shares	Sole	2024-02-08
2023-09-30	$805,923	10,260	-0.8%	Shares	Sole	2023-10-17
2023-06-30	$856,792	10,339	-0.6%	Shares	Sole	2023-08-02
2023-03-31	$838,864	10,400	-3.0%	Shares	Sole	2023-05-15
2022-12-31	$833,040	10,724	+5.4%	Shares	Sole	2023-02-14
2022-09-30	$692,205	10,178	-4.7%	Shares	Sole	2022-11-14
2022-06-30	$785,753	10,676	-5.1%	Shares	Sole	2022-08-05
2022-03-31	$991,246	11,245	-20.6%	Shares	Sole	2022-05-12
2021-12-31	$1,282,584	14,155	+1.8%	Shares	Sole	2022-01-27
2021-09-30	$1,100,261	13,908	-5.3%	Shares	Sole	2021-10-15
2021-06-30	$1,208,969	14,688	+28.6%	Shares	Sole	2021-07-22
2021-03-31	$900,211	11,424	+24.4%	Shares	Sole	2021-05-07
2020-12-31	$664,757	9,183	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.