EPG Wealth Management LLC

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1803058 ATLANTA, GA

Position in XLB

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$116,979

+$11,042 QoQ

Shares Held

2,341

+0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$116,979	2,341	+0.2%	Shares	Sole	2026-05-07
2025-12-31	$105,937	2,336	+67.6%	Shares	Sole	2026-01-28
2025-09-30	$124,930	1,394	-1.8%	Shares	Sole	2025-11-03
2025-06-30	$124,602	1,419	-39.9%	Shares	Sole	2025-08-05
2025-03-31	$202,998	2,361	-1.3%	Shares	Sole	2025-05-13
2024-12-31	$201,262	2,392	+0.3%	Shares	Sole	2025-02-14
2024-09-30	$229,866	2,385	—	Shares	Sole	2024-11-13
2024-06-30	$295,897	0	-100.0%	Shares	Sole	2024-08-13
2024-03-31	$316,940	3,412	-1.2%	Shares	Sole	2024-05-14
2023-12-31	$295,540	3,455	+0.1%	Shares	Sole	2024-02-15
2023-09-30	$271,154	3,452	-2.5%	Shares	Sole	2023-11-13
2023-06-30	$293,276	3,539	-5.0%	Shares	Sole	2023-08-15
2023-03-31	$300,458	3,725	-8.3%	Shares	Sole	2023-05-15
2022-12-31	$315,536	4,062	-10.8%	Shares	Sole	2023-02-15
2022-09-30	$309,785	4,555	-9.4%	Shares	Sole	2022-11-15
2022-06-30	$370,208	5,030	-87.6%	Shares	Sole	2022-08-15
2022-03-31	$3,565,050	40,443	+4.6%	Shares	Sole	2022-05-10
2021-12-31	$3,503,616	38,667	+3.2%	Shares	Sole	2022-02-14
2021-09-30	$2,963,302	37,458	+0.8%	Shares	Sole	2021-11-15
2021-06-30	$3,059,215	37,167	+3.4%	Shares	Sole	2021-08-09
2021-03-31	$2,833,648	35,960	+15.6%	Shares	Sole	2021-05-10
2020-12-31	$2,251,473	31,102	+4.2%	Shares	Sole	2021-01-29
2020-09-30	$1,899,081	29,841	+557.6%	Shares	Sole	2020-11-02
2020-03-31	$204,391	4,538	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.