Evernest Financial 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	$713K	Buy	13,768 +1,751	+15%	+$87.8K	0.15%	95
2025 Q4	$627K	Sell	12,017 -1,649	-12%	-$72.9K	0.13%	105
2025 Q3	$612K	Buy	13,666 +162	+1%	+$7.33K	0.17%	108
2025 Q2	$593K	Buy	13,504 +882	+7%	+$37.4K	0.19%	98
2025 Q1	$543K	Buy	12,622 +676	+6%	+$29.5K	0.19%	98
2024 Q4	$503K	Buy	11,946 +512	+4%	+$23.7K	0.13%	106
2024 Q3	$551K	Sell	11,434 -502	-4%	-$22.9K	0.15%	101
2024 Q2	$527K	Sell	11,936 -542	-4%	-$24.5K	0.24%	81
2024 Q1	$555K	Buy	12,478 +1,128	+10%	+$48.5K	0.26%	81
2023 Q4	$485K	Buy	+11,350	New	+$454K	0.25%	87
2021 Q4	$492K	Buy	+11,824	New	+$511K	0.25%	83