Atticus Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-656
| Closed | -$28.8K | – | 653 |
|
|
2025
Q2 | $28.8K | Sell |
656
-18
| -3% | -$763 | 0.01% | 376 |
|
|
2025
Q1 | $28.9K | Buy |
674
+4
| +0.6% | +$175 | 0.01% | 285 |
|
|
2024
Q4 | $28.2K | Buy |
670
+4
| +0.6% | +$185 | 0.01% | 302 |
|
|
2024
Q3 | $32.1K | Buy |
666
+2
| +0.3% | +$91 | 0.01% | 286 |
|
|
2024
Q2 | $29.3K | Sell |
664
-854
| -56% | -$38.6K | 0.01% | 278 |
|
|
2024
Q1 | $70.5K | Sell |
1,518
-38
| -2% | -$1.63K | 0.02% | 207 |
|
|
2023
Q4 | $66.5K | Buy |
1,556
+2
| +0.1% | +$80 | 0.02% | 215 |
|
|
2023
Q3 | $61.1K | Sell |
1,554
-100
| -6% | -$4.11K | 0.02% | 223 |
|
|
2023
Q2 | $68.6K | Sell |
1,654
-1,412
| -46% | -$56.1K | 0.03% | 223 |
|
|
2023
Q1 | $124K | Sell |
3,066
-16,102
| -84% | -$652K | 0.05% | 156 |
|
|
2022
Q4 | $744K | Buy |
19,168
+3,994
| +26% | +$153K | 0.31% | 57 |
|
|
2022
Q3 | $558K | Hold |
15,174
| – | – | 0.27% | 54 |
|
|
2022
Q2 | $558K | Buy |
15,174
+1,494
| +11% | +$62.5K | 0.23% | 66 |
|
|
2022
Q1 | $603K | Buy |
13,680
+782
| +6% | +$33.4K | 0.22% | 70 |
|
|
2021
Q4 | $584K | Buy |
12,898
+1,022
| +9% | +$44.1K | 0.23% | 64 |
|
|
2021
Q3 | $469K | Sell |
11,876
-3,602
| -23% | -$150K | 0.21% | 61 |
|
|
2021
Q2 | $637K | Buy |
15,478
+2,888
| +23% | +$122K | 0.28% | 54 |
|
|
2021
Q1 | $496K | Buy |
12,590
+10,118
| +409% | +$382K | 0.24% | 60 |
|
|
2020
Q4 | $89K | Sell |
2,472
-412
| -14% | -$14.1K | 0.04% | 163 |
|
|
2020
Q3 | $92K | Sell |
2,884
-7,134
| -71% | -$222K | 0.05% | 143 |
|
|
2020
Q2 | $282K | Buy |
10,018
+6,522
| +187% | +$172K | 0.19% | 71 |
|
|
2020
Q1 | $79K | Buy |
+3,496
| New | +$96K | 0.06% | 134 |
|
Other funds holding XLB
MMH
