Financial Engines Advisors’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 | $895K | Buy |
10,196
+1,382
| +16% | +$121K | ﹤0.01% | 306 |
|
|
2025
Q1 | $758K | Sell |
8,814
-135
| -2% | -$11.6K | ﹤0.01% | 287 |
|
|
2024
Q4 | $753K | Buy |
8,949
+362
| +4% | +$30.5K | ﹤0.01% | 288 |
|
|
2024
Q3 | $828K | Buy |
8,587
+254
| +3% | +$24.5K | ﹤0.01% | 244 |
|
|
2024
Q2 | $736K | Sell |
8,333
-7
| -0.1% | -$618 | ﹤0.01% | 228 |
|
|
2024
Q1 | $775K | Sell |
8,340
-897
| -10% | -$83.3K | ﹤0.01% | 215 |
|
|
2023
Q4 | $790K | Buy |
9,237
+1,313
| +17% | +$112K | ﹤0.01% | 197 |
|
|
2023
Q3 | $622K | Sell |
7,924
-286
| -3% | -$22.5K | ﹤0.01% | 189 |
|
|
2023
Q2 | $680K | Sell |
8,210
-184
| -2% | -$15.2K | ﹤0.01% | 188 |
|
|
2023
Q1 | $677K | Sell |
8,394
-640
| -7% | -$51.6K | ﹤0.01% | 197 |
|
|
2022
Q4 | $702K | Sell |
9,034
-89
| -1% | -$6.91K | ﹤0.01% | 195 |
|
|
2022
Q3 | $620K | Sell |
9,123
-1,573
| -15% | -$107K | ﹤0.01% | 188 |
|
|
2022
Q2 | $787K | Sell |
10,696
-22
| -0.2% | -$1.62K | ﹤0.01% | 174 |
|
|
2022
Q1 | $945K | Buy |
10,718
+993
| +10% | +$87.6K | ﹤0.01% | 169 |
|
|
2021
Q4 | $881K | Buy |
9,725
+54
| +0.6% | +$4.89K | ﹤0.01% | 128 |
|
|
2021
Q3 | $765K | Sell |
9,671
-213
| -2% | -$16.8K | ﹤0.01% | 131 |
|
|
2021
Q2 | $814K | Sell |
9,884
-1,364
| -12% | -$112K | ﹤0.01% | 113 |
|
|
2021
Q1 | $886K | Buy |
11,248
+216
| +2% | +$17K | ﹤0.01% | 123 |
|
|
2020
Q4 | $799K | Sell |
11,032
-129
| -1% | -$9.34K | ﹤0.01% | 129 |
|
|
2020
Q3 | $710K | Buy |
11,161
+596
| +6% | +$37.9K | ﹤0.01% | 132 |
|
|
2020
Q2 | $595K | Sell |
10,565
-34,069
| -76% | -$1.92M | ﹤0.01% | 126 |
|
|
2020
Q1 | $2.01M | Buy |
44,634
+34,550
| +343% | +$1.56M | 0.01% | 80 |
|
|
2019
Q4 | $619K | Buy |
+10,084
| New | +$619K | ﹤0.01% | 107 |
|
|
2018
Q2 | – | Sell |
-293
| Closed | -$17K | – | 160 |
|
|
2018
Q1 | $17K | Buy |
+293
| New | +$17K | ﹤0.01% | 85 |
|