Prestige Wealth Management Group LLC

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1772715 FLEMINGTON, NJ

Position in XLB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,297,713

+$7,284,821 QoQ

Shares Held

143,571

+55547.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.85%

of 13F equity value

Holder Rank

#62

of 293 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,297,713	143,571	+55547.7%	Shares	Sole	2026-08-14
2026-03-31	$12,892	258	-94.8%	Shares	Sole	2026-05-13
2025-12-31	$225,117	4,964	-96.6%	Shares	Sole	2026-02-11
2025-09-30	$12,976,348	144,793	-0.5%	Shares	Other	2026-02-20
2025-06-30	$12,772,139	145,452	+32367.0%	Shares	Other	2026-02-20
2025-03-31	$38,519	448	-99.7%	Shares	Sole	2026-02-20
2024-12-31	$11,570,679	137,517	+10193.2%	Shares	Other	2026-02-20
2023-06-30	$110,714	1,336	+6580.0%	Shares	Sole	2024-04-26
2023-03-31	$1,613	20	0.0%	Shares	Sole	2024-04-26
2022-12-31	$1,553	20	-100.0%	Shares	Sole	2023-02-08
2022-09-30	$8,217,103	120,822	+604010.0%	Shares	Other	2022-11-01
2022-06-30	$1,472	20	-83.3%	Shares	Sole	2022-08-10
2022-03-31	$10,578	120	0.0%	Shares	Sole	2022-05-05
2021-12-31	$10,873	120	0.0%	Shares	Sole	2022-02-15
2021-09-30	$9,493	120	+500.0%	Shares	Sole	2021-11-12
2021-06-30	$1,646	20	-83.3%	Shares	Sole	2021-08-12
2021-03-31	$9,456	120	0.0%	Shares	Sole	2021-05-13
2020-12-31	$8,686	120	-3.2%	Shares	Sole	2021-02-17
2020-09-30	$7,891	124	0.0%	Shares	Sole	2020-10-26
2020-06-30	$6,987	124	-99.8%	Shares	Sole	2020-08-13
2020-03-31	$3,229,052	71,693	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.