Gladstone Institutional Advisory LLC

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1766530 Bedminster, NJ

Position in XLB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$3,065,009

+$415,300 QoQ

Shares Held

61,337

+5.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.28%

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	$3,065,009	61,337	+5.0%	Shares	Sole	2026-05-14
2025-12-31	$2,649,709	58,428	+105.4%	Shares	Sole	2026-02-17
2025-09-30	$2,549,689	28,450	-35.6%	Shares	Sole	2025-10-22
2025-06-30	$3,880,060	44,187	-15.6%	Shares	Sole	2025-08-12
2025-03-31	$4,501,053	52,350	+34.5%	Shares	Sole	2025-05-15
2024-12-31	$3,273,803	38,909	-40.8%	Shares	Sole	2025-01-29
2024-09-30	$6,329,563	65,673	+24.5%	Shares	Sole	2024-10-28
2024-06-30	$4,658,264	52,749	+227.5%	Shares	Sole	2024-08-02
2024-03-31	$1,496,086	16,106	+7.8%	Shares	Sole	2024-05-14
2023-12-31	$1,277,625	14,936	-33.4%	Shares	Sole	2024-02-09
2023-09-30	$1,761,797	22,429	+59.1%	Shares	Sole	2023-11-13
2023-06-30	$1,167,886	14,093	+2.9%	Shares	Sole	2023-08-10
2023-03-31	$1,104,396	13,692	-59.5%	Shares	Sole	2023-05-12
2022-12-31	$2,625,817	33,803	+89.6%	Shares	Sole	2023-02-01
2022-09-30	$1,212,414	17,827	+8.7%	Shares	Sole	2023-01-30
2022-06-30	$1,206,598	16,394	+14.0%	Shares	Sole	2023-01-30
2022-03-31	$1,268,125	14,386	+193.5%	Shares	Sole	2023-01-30
2021-12-31	$444,079	4,901	+31.8%	Shares	Sole	2023-01-30
2021-09-30	$294,130	3,718	+32.3%	Shares	Sole	2023-01-30
2021-06-30	$231,373	2,811	—	Shares	Sole	2023-01-30
No filing history on record for this holder in this stock.