HOWE & RUSLING INC

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 769963 ROCHESTER, NY

Position in XLB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$270,287

+$44,082 QoQ

Shares Held

5,409

+8.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 66% Shared 0% None 34%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$270,287	5,409	+8.4%	Shares	Sole	2026-04-28
2025-12-31	$226,205	4,988	+112.2%	Shares	Sole	2026-02-17
2025-09-30	$210,696	2,351	+7.8%	Shares	Sole	2025-11-05
2025-06-30	$191,513	2,181	+23.8%	Shares	Sole	2025-08-12
2025-03-31	$151,496	1,762	+10.6%	Shares	Sole	2025-06-17
2024-12-31	$134,035	1,593	-1.1%	Shares	Sole	2025-02-12
2024-09-30	$155,171	1,610	-0.7%	Shares	Sole	2024-11-08
2024-06-30	$143,150	1,621	+1.9%	Shares	Sole	2024-08-14
2024-03-31	$147,695	1,590	+1214.0%	Shares	Sole	2024-05-15
2023-12-31	$10,350	121	-74.6%	Shares	Sole	2024-02-06
2023-09-30	$37,468	477	+148.4%	Shares	Sole	2023-11-09
2023-06-30	$15,911	192	0.0%	Shares	Sole	2023-08-14
2023-03-31	$15,486	192	0.0%	Shares	Sole	2023-05-15
2022-12-31	$14,914	192	+82.9%	Shares	Sole	2023-02-15
2022-09-30	$7,141	105	-21.1%	Shares	Sole	2022-11-14
2022-06-30	$9,788	133	0.0%	Shares	Sole	2022-08-15
2022-03-31	$11,723	133	-39.0%	Shares	Sole	2022-05-10
2021-12-31	$19,752	218	0.0%	Shares	Sole	2022-02-14
2021-09-30	$17,245	218	0.0%	Shares	Sole	2021-11-15
2021-06-30	$17,943	218	-6.4%	Shares	Sole	2021-08-13
2021-03-31	$18,360	233	0.0%	Shares	Sole	2021-05-13
2020-12-31	$16,866	233	+6.9%	Shares	Sole	2021-02-08
2020-09-30	$13,873	218	0.0%	Shares	Sole	2020-11-06
2020-06-30	$12,284	218	-59.3%	Shares	Sole	2020-07-15
2020-03-31	$24,096	535	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.