Caldwell Trust’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 | $447K | Buy |
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|
2025
Q2 | $358K | Buy |
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|
2025
Q1 | $284K | Buy |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $288K | Buy |
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|
2024
Q2 | $247K | Buy |
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|
2024
Q1 | $256K | Buy |
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|
2023
Q4 | $205K | Sell |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $238K | Buy |
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|
2023
Q1 | $194K | Sell |
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|
2022
Q4 | $210K | Hold |
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|
2022
Q3 | $184K | Buy |
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|
2022
Q2 | $165K | Buy |
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|
2022
Q1 | $145K | Sell |
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|
2021
Q4 | $165K | Buy |
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|
2021
Q3 | $143K | Hold |
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|
2021
Q2 | $149K | Sell |
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|
2021
Q1 | $155K | Buy |
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|
2020
Q4 | $114K | Hold |
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|
2020
Q3 | $100K | Sell |
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|
2020
Q2 | $92K | Sell |
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|
2020
Q1 | $107K | Hold |
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|
2019
Q4 | $146K | Buy |
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