Center for Financial Planning’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	$7.7K	Hold	154	–	–	﹤0.01%	517
2025 Q4	$6.98K	Hold	154	–	–	﹤0.01%	528
2025 Q3	$6.9K	Hold	154	–	–	﹤0.01%	521
2025 Q2	$6.76K	Hold	154	–	–	﹤0.01%	494
2025 Q1	$6.62K	Hold	154	–	–	﹤0.01%	511
2024 Q4	$6.48K	Hold	154	–	–	﹤0.01%	465
2024 Q3	$7.42K	Hold	154	–	–	﹤0.01%	431
2024 Q2	$6.8K	Hold	154	–	–	﹤0.01%	431
2024 Q1	$7.15K	Hold	154	–	–	﹤0.01%	442
2023 Q4	$6.59K	Hold	154	–	–	﹤0.01%	410
2023 Q3	$6.05K	Hold	154	–	–	﹤0.01%	405
2023 Q2	$6.38K	Hold	154	–	–	﹤0.01%	431
2023 Q1	$6.21K	Buy	+154	New	+$6.24K	﹤0.01%	401