Forvis Mazars Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.53M	Sell	30,624 -855	-3%	-$42.9K	0.03%	172
2025 Q4	$1.43M	Sell	31,479 -1,053	-3%	-$46.5K	0.03%	179
2025 Q3	$1.46M	Sell	32,532 -1,252	-4%	-$56.6K	0.03%	178
2025 Q2	$1.48M	Sell	33,784 -1,034	-3%	-$43.8K	0.03%	177
2025 Q1	$1.5M	Sell	34,818 -686	-2%	-$30K	0.04%	174
2024 Q4	$1.49M	Sell	35,504 -290	-0.8%	-$13.4K	0.03%	183
2024 Q3	$1.72M	Sell	35,794 -220	-0.6%	-$10K	0.04%	177
2024 Q2	$1.59M	Buy	36,014 +282	+0.8%	+$12.7K	0.04%	177
2024 Q1	$1.66M	Sell	35,732 -816	-2%	-$35.1K	0.04%	176
2023 Q4	$1.56M	Sell	36,548 -2,626	-7%	-$105K	0.04%	174
2023 Q3	$1.54M	Sell	39,174 -930	-2%	-$38.2K	0.05%	171
2023 Q2	$1.66M	Sell	40,104 -800	-2%	-$31.8K	0.05%	176
2023 Q1	$1.65M	Sell	40,904 -390	-0.9%	-$15.8K	0.05%	163
2022 Q4	$1.6M	Sell	41,294 -144	-0.3%	-$5.53K	0.06%	164
2022 Q3	$1.41M	Sell	41,438 -668	-2%	-$25.1K	0.06%	166
2022 Q2	$1.55M	Buy	42,106 +2,698	+7%	+$113K	0.06%	150
2022 Q1	$1.74M	Sell	39,408 -550	-1%	-$23.5K	0.07%	118
2021 Q4	$1.81M	Sell	39,958 -104	-0.3%	-$4.49K	0.08%	110
2021 Q3	$1.58M	Buy	40,062 +298	+0.7%	+$12.4K	0.07%	112
2021 Q2	$1.64M	Sell	39,764 -1,240	-3%	-$52.2K	0.08%	109
2021 Q1	$1.62M	Hold	41,004	–	–	0.08%	109
2020 Q4	$1.48M	Buy	41,004 +100	+0.2%	+$3.42K	0.07%	121
2020 Q3	$1.3M	Hold	40,904	–	–	0.08%	115
2020 Q2	$1.15M	Sell	40,904 -11,492	-22%	-$302K	0.07%	120
2020 Q1	$1.18M	Sell	52,396 -22,304	-30%	-$612K	0.1%	98
2019 Q4	$2.29M	Sell	74,700 -2,750	-4%	-$81.2K	0.17%	72
2019 Q3	$2.25M	Sell	77,450 -896	-1%	-$25.8K	0.18%	72
2019 Q2	$2.29M	Buy	78,346 +1,062	+1%	+$30K	0.19%	71
2019 Q1	$2.15M	Buy	77,284 +4,710	+6%	+$127K	0.18%	73
2018 Q4	$1.83M	Buy	72,574 +880	+1%	+$23.5K	0.19%	63
2018 Q3	$2.08M	Buy	71,694 +624	+0.9%	+$18.4K	0.18%	69
2018 Q2	$2.06M	Buy	71,070 +1,570	+2%	+$46K	0.2%	68
2018 Q1	$1.98M	Buy	69,500 +2,890	+4%	+$87.6K	0.2%	68
2017 Q4	$2.02M	Buy	66,610 +3,676	+6%	+$108K	0.2%	66
2017 Q3	$1.79M	Buy	62,934 +5,188	+9%	+$143K	0.2%	70
2017 Q2	$1.55M	Buy	57,746 +328	+0.6%	+$8.71K	0.18%	76
2017 Q1	$1.5M	Buy	57,418 +2,478	+5%	+$64.3K	0.18%	71
2016 Q4	$1.36M	Buy	54,940 +460	+0.8%	+$11.2K	0.18%	69
2016 Q3	$1.3M	Buy	54,480 +5,380	+11%	+$130K	0.18%	69
2016 Q2	$1.14M	Buy	49,100 +1,330	+3%	+$31K	0.17%	73
2016 Q1	$1.07M	Buy	47,770 +2,078	+5%	+$43K	0.17%	72
2015 Q4	$992K	Buy	45,692 +10,596	+30%	+$235K	0.15%	74
2015 Q3	$701K	Sell	35,096 -6,558	-16%	-$146K	0.12%	83
2015 Q2	$1.01M	Buy	41,654 +172	+0.4%	+$4.32K	0.15%	74
2015 Q1	$1.01M	Sell	41,482 -1,978	-5%	-$49K	0.15%	79
2014 Q4	$1.06M	Buy	43,460 +862	+2%	+$20.8K	0.17%	70
2014 Q3	$1.06M	Sell	42,598 -798	-2%	-$19.9K	0.18%	67
2014 Q2	$1.08M	Buy	43,396 +722	+2%	+$17.4K	0.18%	65
2014 Q1	$1.01M	Buy	42,674 +2,180	+5%	+$50.1K	0.18%	77
2013 Q4	$936K	Buy	40,494 +6,372	+19%	+$140K	0.17%	79
2013 Q3	$717K	Buy	34,122 +1,304	+4%	+$26.7K	0.15%	87
2013 Q2	$629K	Buy	+32,818	New	+$649K	0.5%	55