Financial Advocates Investment Management’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 | $370K | Sell |
4,216
-1,442
| -25% | -$127K | 0.03% | 443 |
|
|
2025
Q1 | $487K | Buy |
5,658
+34
| +0.6% | +$2.92K | 0.03% | 430 |
|
|
2024
Q4 | $473K | Sell |
5,624
-391
| -7% | -$32.9K | 0.03% | 466 |
|
|
2024
Q3 | $580K | Sell |
6,015
-922
| -13% | -$88.9K | 0.03% | 418 |
|
|
2024
Q2 | $613K | Sell |
6,937
-152
| -2% | -$13.4K | 0.04% | 382 |
|
|
2024
Q1 | $658K | Sell |
7,089
-537
| -7% | -$49.9K | 0.04% | 399 |
|
|
2023
Q4 | $652K | Sell |
7,626
-399
| -5% | -$34.1K | 0.04% | 373 |
|
|
2023
Q3 | $630K | Sell |
8,025
-68
| -0.8% | -$5.34K | 0.05% | 360 |
|
|
2023
Q2 | $671K | Sell |
8,093
-8,202
| -50% | -$680K | 0.05% | 340 |
|
|
2023
Q1 | $1.31M | Sell |
16,295
-518
| -3% | -$41.8K | 0.09% | 230 |
|
|
2022
Q4 | $1.31M | Buy |
16,813
+3,129
| +23% | +$243K | 0.1% | 229 |
|
|
2022
Q3 | $951K | Sell |
13,684
-4,930
| -26% | -$343K | 0.08% | 256 |
|
|
2022
Q2 | $1.37M | Sell |
18,614
-4,784
| -20% | -$352K | 0.11% | 212 |
|
|
2022
Q1 | $2.06M | Sell |
23,398
-182
| -0.8% | -$16K | 0.14% | 185 |
|
|
2021
Q4 | $2.14M | Buy |
23,580
+3,812
| +19% | +$345K | 0.13% | 179 |
|
|
2021
Q3 | $1.58M | Sell |
19,768
-4,147
| -17% | -$331K | 0.11% | 230 |
|
|
2021
Q2 | $1.97M | Buy |
23,915
+5,546
| +30% | +$456K | 0.13% | 181 |
|
|
2021
Q1 | $1.47M | Sell |
18,369
-9,808
| -35% | -$784K | 0.1% | 221 |
|
|
2020
Q4 | $1.7M | Buy |
28,177
+9,816
| +53% | +$593K | 0.12% | 199 |
|
|
2020
Q3 | $1.17M | Sell |
18,361
-3,119
| -15% | -$198K | 0.1% | 212 |
|
|
2020
Q2 | $1.21M | Buy |
+21,480
| New | +$1.21M | 0.11% | 204 |
|