Bellwether Advisors’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
2026 Q1	$34.1M	Buy	+682,542	New	+$34.2M	5.78%	4
2025 Q3	–	Sell	-60	Closed	-$2.63K	–	586
2025 Q2	$2.63K	Hold	60	–	–	﹤0.01%	475
2025 Q1	$2.58K	Hold	60	–	–	﹤0.01%	421
2024 Q4	$2.52K	Buy	+60	New	+$2.78K	﹤0.01%	430
2024 Q3	–	Sell	-70,738	Closed	-$3.12M	–	149
2024 Q2	$3.12M	Buy	70,738 +106	+0.2%	+$4.79K	0.66%	35
2024 Q1	$3.28M	Sell	70,632 -10,956	-13%	-$471K	0.72%	34
2023 Q4	$3.49M	Sell	81,588 -14,886	-15%	-$595K	0.86%	33
2023 Q3	$3.79M	Buy	+96,474	New	+$3.96M	1.03%	25
2022 Q2	–	Sell	-1,400	Closed	-$61K	–	601
2022 Q1	$61K	Hold	1,400	–	–	0.02%	187
2021 Q4	$63K	Hold	1,400	–	–	0.02%	183
2021 Q3	$55K	Sell	1,400 -39,626	-97%	-$1.65M	0.02%	204
2021 Q2	$1.69M	Sell	41,026 -3,600	-8%	-$152K	0.58%	41
2021 Q1	$1.76M	Buy	44,626 +22,858	+105%	+$862K	0.7%	41
2020 Q4	$787K	Buy	+21,768	New	+$745K	0.35%	52