Capital Insight Partners’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
$5.19M Sell
59,141
-6,091
-9% -$535K 0.9% 35
2025
Q1
$5.61M Buy
65,232
+1,347
+2% +$116K 0.98% 34
2024
Q4
$5.38M Buy
63,885
+1,606
+3% +$135K 0.93% 34
2024
Q3
$6M Buy
62,279
+3,174
+5% +$306K 1.05% 30
2024
Q2
$5.22M Buy
59,105
+1,182
+2% +$104K 0.99% 34
2024
Q1
$5.38M Buy
57,923
+2,284
+4% +$212K 1.01% 30
2023
Q4
$4.76M Buy
55,639
+918
+2% +$78.5K 0.97% 29
2023
Q3
$4.3M Buy
54,721
+2,834
+5% +$223K 0.98% 30
2023
Q2
$4.3M Buy
51,887
+2,184
+4% +$181K 0.96% 29
2023
Q1
$4.01M Buy
49,703
+2,474
+5% +$200K 0.94% 28
2022
Q4
$3.67M Buy
47,229
+12,050
+34% +$936K 0.95% 29
2022
Q3
$2.39M Sell
35,179
-8,739
-20% -$594K 0.64% 51
2022
Q2
$3.23M Sell
43,918
-488
-1% -$35.9K 0.75% 44
2022
Q1
$3.91M Sell
44,406
-1,341
-3% -$118K 0.8% 37
2021
Q4
$4.15M Buy
45,747
+52
+0.1% +$4.71K 0.84% 39
2021
Q3
$3.62M Buy
45,695
+40
+0.1% +$3.16K 0.79% 38
2021
Q2
$3.76M Sell
45,655
-309
-0.7% -$25.4K 0.85% 36
2021
Q1
$3.62M Buy
45,964
+12,947
+39% +$1.02M 0.88% 35
2020
Q4
$2.39M Sell
33,017
-1,745
-5% -$126K 0.6% 64
2020
Q3
$2.21M Buy
34,762
+6,673
+24% +$425K 0.62% 60
2020
Q2
$1.58M Buy
+28,089
New +$1.58M 0.5% 72