AE Wealth Management’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.5M | Buy |
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|
2025
Q2 | $9.52M | Buy |
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|
2025
Q1 | $8.58M | Sell |
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|
2024
Q4 | $9.1M | Buy |
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|
2024
Q3 | $6.29M | Buy |
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|
2024
Q2 | $4.79M | Buy |
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|
2024
Q1 | $4.18M | Sell |
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|
2023
Q4 | $6.54M | Buy |
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|
2023
Q3 | $4.27M | Buy |
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|
2023
Q2 | $3.06M | Sell |
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|
2023
Q1 | $4.71M | Buy |
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|
2022
Q4 | $4.03M | Sell |
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|
2022
Q3 | $3.75M | Sell |
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|
2022
Q2 | $10.7M | Sell |
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|
2022
Q1 | $14.3M | Buy |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q3 | $7.71M | Buy |
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|
2021
Q2 | $7.59M | Sell |
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|
2021
Q1 | $7.99M | Buy |
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|
2020
Q4 | $4.44M | Buy |
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|
2020
Q3 | $3.24M | Buy |
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|
2020
Q2 | $424K | Buy |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $355K | Buy |
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|
2019
Q3 | $230K | Sell |
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|
2019
Q2 | $236K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $227K | Sell |
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|
2018
Q3 | $525K | Buy |
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