Apexium Financial’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Sell |
6,234
-742
| -11% | -$65.2K | 0.03% | 171 |
|
|
2025
Q1 | $600K | Buy |
6,976
+354
| +5% | +$30.4K | 0.04% | 156 |
|
|
2024
Q4 | $557K | Buy |
6,622
+331
| +5% | +$27.8K | 0.03% | 154 |
|
|
2024
Q3 | $606K | Buy |
6,291
+112
| +2% | +$10.8K | 0.04% | 125 |
|
|
2024
Q2 | $546K | Sell |
6,179
-267
| -4% | -$23.6K | 0.04% | 130 |
|
|
2024
Q1 | $599K | Buy |
6,446
+760
| +13% | +$70.6K | 0.05% | 120 |
|
|
2023
Q4 | $486K | Sell |
5,686
-289
| -5% | -$24.7K | 0.03% | 172 |
|
|
2023
Q3 | $469K | Sell |
5,975
-494
| -8% | -$38.8K | 0.05% | 131 |
|
|
2023
Q2 | $536K | Sell |
6,469
-1,457
| -18% | -$121K | 0.05% | 132 |
|
|
2023
Q1 | $639K | Buy |
7,926
+3,860
| +95% | +$311K | 0.06% | 113 |
|
|
2022
Q4 | $316K | Buy |
4,066
+416
| +11% | +$32.3K | 0.03% | 164 |
|
|
2022
Q3 | $248K | Buy |
+3,650
| New | +$248K | 0.03% | 172 |
|