Global Financial Private Client, LLC

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 2023568 Sarasota, FL

Position in XLB

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$719,168

+$99,415 QoQ

Shares Held

14,392

+5.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.40%

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	$719,168	14,392	+5.3%	Shares	Sole	2026-04-20
2025-12-31	$619,753	13,666	+106.2%	Shares	Sole	2026-01-27
2025-09-30	$593,822	6,626	+0.1%	Shares	Sole	2025-10-21
2025-06-30	$581,477	6,622	+1.8%	Shares	Sole	2025-07-10
2025-03-31	$559,127	6,503	-1.2%	Shares	Sole	2025-04-08
2024-12-31	$553,641	6,580	+9.1%	Shares	Sole	2025-01-14
2024-09-30	$581,075	6,029	+0.0%	Shares	Sole	2024-10-07
2024-06-30	$532,156	6,026	+2.6%	Shares	Sole	2024-07-29
2024-03-31	$545,635	5,874	+5.0%	Shares	Sole	2024-05-16
2023-12-31	$478,681	5,596	+3.1%	Shares	Sole	2024-05-16
2023-09-30	$426,526	5,430	+0.7%	Shares	Sole	2024-05-16
2023-06-30	$446,917	5,393	+0.8%	Shares	Sole	2024-05-16
2023-03-31	$431,611	5,351	-5.8%	Shares	Sole	2024-05-16
2022-12-31	$441,300	5,681	+1.6%	Shares	Sole	2024-05-16
2022-09-30	$380,379	5,593	-45.7%	Shares	Sole	2024-05-16
2022-06-30	$758,742	10,309	-2.3%	Shares	Sole	2024-05-16
2022-03-31	$930,335	10,554	+4.5%	Shares	Sole	2024-05-16
2021-12-31	$914,889	10,097	+17.9%	Shares	Sole	2024-05-16
2021-09-30	$677,735	8,567	+7.0%	Shares	Sole	2024-05-16
2021-06-30	$659,138	8,008	+97.3%	Shares	Sole	2024-05-16
2021-03-31	$319,770	4,058	+18.8%	Shares	Sole	2024-05-16
2020-12-31	$247,356	3,417	+14.9%	Shares	Sole	2024-05-16
2020-09-30	$189,201	2,973	+3029.5%	Shares	Sole	2024-05-16
2020-03-31	$4,278	95	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.