Beacon Pointe Advisors, LLC

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1744317 NEWPORT BEACH, CA

Position in XLB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,971,015

+$431,357 QoQ

Shares Held

79,468

+1.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,971,015	79,468	+1.8%	Shares	Sole	2026-05-15
2025-12-31	$3,539,658	78,052	+93.3%	Shares	Sole	2026-02-18
2025-09-30	$3,618,676	40,378	-15.4%	Shares	Sole	2025-11-14
2025-06-30	$4,192,839	47,749	+38.1%	Shares	Sole	2025-08-13
2025-03-31	$2,973,618	34,585	-30.7%	Shares	Sole	2025-05-13
2024-12-31	$4,196,650	49,877	+9.0%	Shares	Sole	2025-02-14
2024-09-30	$4,411,216	45,769	+3.3%	Shares	Sole	2024-11-14
2024-06-30	$3,913,104	44,311	+1.9%	Shares	Sole	2024-08-12
2024-03-31	$4,039,507	43,487	+77.1%	Shares	Sole	2024-05-14
2023-12-31	$2,100,520	24,556	-8.5%	Shares	Sole	2024-02-08
2023-09-30	$2,107,417	26,829	+10.9%	Shares	Sole	2023-11-14
2023-06-30	$2,005,205	24,197	-6.5%	Shares	Sole	2023-08-14
2023-03-31	$2,087,722	25,883	+7.1%	Shares	Sole	2023-05-12
2022-12-31	$1,876,904	24,162	+15.2%	Shares	Sole	2023-02-14
2022-09-30	$1,426,509	20,975	-6.7%	Shares	Sole	2022-11-09
2022-06-30	$1,654,307	22,477	-20.7%	Shares	Sole	2022-08-11
2022-03-31	$2,498,259	28,341	+679.9%	Shares	Sole	2022-05-17
2021-12-31	$329,276	3,634	-21.8%	Shares	Sole	2022-02-14
2021-09-30	$367,545	4,646	+45.6%	Shares	Sole	2021-11-15
2021-06-30	$262,568	3,190	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.