Founders Financial Alliance’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	$186K	Buy	3,730 +2,808	+305%	+$141K	0.03%	394
2025 Q4	$41.8K	Sell	922 -2,708	-75%	-$120K	0.01%	443
2025 Q3	$163K	Buy	3,630 +2,730	+303%	+$123K	0.03%	394
2025 Q2	$39.5K	Sell	900 -2,708	-75%	-$115K	0.01%	401
2025 Q1	$155K	Buy	3,608 +2,708	+301%	+$118K	0.04%	358
2024 Q4	$37.9K	Hold	900	–	–	0.01%	406
2024 Q3	$43.4K	Hold	900	–	–	0.01%	404
2024 Q2	$39.7K	Hold	900	–	–	0.01%	393
2024 Q1	$41.8K	Buy	900 +44	+5%	+$1.89K	0.01%	395
2023 Q4	$36.6K	Buy	856 +50	+6%	+$2K	0.01%	362
2023 Q3	$31.7K	Sell	806 -204	-20%	-$8.38K	0.01%	350
2023 Q2	$41.9K	Buy	1,010 +254	+34%	+$10.1K	0.02%	357
2023 Q1	$30.5K	Hold	756	–	–	0.02%	346
2022 Q4	$29.4K	Hold	756	–	–	0.01%	373
2022 Q3	$26K	Sell	756 -24	-3%	-$902	0.01%	371
2022 Q2	$29K	Hold	780	–	–	0.01%	383
2022 Q1	$34K	Sell	780 -698	-47%	-$29.8K	0.02%	345
2021 Q4	$67K	Buy	1,478 +50	+4%	+$2.16K	0.03%	337
2021 Q3	$56K	Buy	1,428 +648	+83%	+$26.9K	0.03%	325
2021 Q2	$32K	Hold	780	–	–	0.01%	371
2021 Q1	$35K	Sell	780 -874	-53%	-$33K	0.02%	354
2020 Q4	$60K	Buy	1,654 +846	+105%	+$29K	0.03%	281
2020 Q3	$25K	Buy	+808	New	+$25.1K	0.01%	526