Kestra Advisory Services, LLC

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1830819 AUSTIN, TX

Position in XLB

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$2,642,863

+$958,247 QoQ

Shares Held

52,889

+42.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,642,863	52,889	+42.4%	Shares	Sole	2026-04-30
2025-12-31	$1,684,616	37,147	+111.1%	Shares	Sole	2026-02-13
2025-09-30	$1,576,774	17,594	-62.8%	Shares	Sole	2025-11-14
2025-06-30	$4,149,724	47,258	-24.3%	Shares	Sole	2025-08-15
2025-03-31	$5,370,568	62,463	+278.6%	Shares	Sole	2025-05-14
2024-12-31	$1,388,225	16,499	+3.2%	Shares	Sole	2025-02-10
2024-09-30	$1,541,212	15,991	-18.6%	Shares	Sole	2024-11-13
2024-06-30	$1,734,761	19,644	+25.5%	Shares	Sole	2024-08-14
2024-03-31	$1,453,542	15,648	+12.3%	Shares	Sole	2024-05-15
2023-12-31	$1,191,657	13,931	-49.8%	Shares	Sole	2024-02-14
2023-09-30	$2,180,548	27,760	-29.8%	Shares	Sole	2023-11-13
2023-06-30	$3,275,436	39,525	-33.9%	Shares	Sole	2023-08-11
2023-03-31	$4,824,193	59,809	-15.9%	Shares	Sole	2023-05-12
2022-12-31	$5,522,193	71,089	+33.1%	Shares	Sole	2023-01-31
2022-09-30	$3,633,094	53,420	-6.3%	Shares	Sole	2022-11-01
2022-06-30	$4,196,230	57,014	+0.1%	Shares	Sole	2022-08-12
2022-03-31	$5,021,200	56,962	-1.6%	Shares	Sole	2022-07-20
2021-12-31	$5,244,778	57,883	+14.7%	Shares	Sole	2022-07-25
2021-09-30	$3,993,710	50,483	+18.7%	Shares	Sole	2022-07-25
2021-06-30	$3,501,961	42,546	+139.9%	Shares	Sole	2022-07-26
2021-03-31	$1,397,360	17,733	+9.3%	Shares	Sole	2022-07-27
2020-12-31	$1,174,962	16,231	+30.8%	Shares	Sole	2022-07-28
2020-09-30	$789,581	12,407	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.