Byrne Asset Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Byrne Asset Management’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.4K	Buy	1,287 +15	+1%	+$769	0.04%	272
2026 Q1	$63.6K	Sell	1,272 -25	-2%	-$1.25K	0.04%	263
2025 Q4	$58.8K	Buy	1,297 +49	+4%	+$2.17K	0.03%	261
2025 Q3	$55.9K	Hold	1,248	–	–	0.03%	219
2025 Q2	$54.8K	Buy	+1,248	New	+$52.9K	0.04%	209
2025 Q1	–	Sell	-986	Closed	-$43.1K	–	208
2024 Q4	$41.5K	Buy	986 +56	+6%	+$2.59K	0.03%	214
2024 Q3	$44.8K	Sell	930 -58	-6%	-$2.65K	0.03%	210
2024 Q2	$43.6K	Buy	988 +10	+1%	+$452	0.03%	215
2024 Q1	$45.4K	Buy	978 +156	+19%	+$6.71K	0.03%	208
2023 Q4	$35.4K	Sell	822 -10	-1%	-$400	0.03%	224
2023 Q3	$33K	Buy	832 +70	+9%	+$2.88K	0.03%	227
2023 Q2	$32K	Sell	762 -28	-4%	-$1.11K	0.02%	277
2023 Q1	$32K	Buy	790 +10	+1%	+$405	0.02%	267
2022 Q4	$30.3K	Sell	780 -110	-12%	-$4.22K	0.02%	276
2022 Q3	$30K	Buy	890 +14	+2%	+$526	0.02%	250
2022 Q2	$32K	Sell	876 -464	-35%	-$19.4K	0.02%	231
2022 Q1	$59K	Sell	1,340 -180	-12%	-$7.68K	0.04%	204
2021 Q4	$69K	Buy	+1,520	New	+$65.6K	0.04%	197

Other funds holding XLB

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return