Freedom 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
$1.71M Buy
19,515
+7,015
+56% +$616K 0.14% 127
2025
Q1
$1.07M Sell
12,500
-606
-5% -$52.1K 0.09% 213
2024
Q4
$1.1M Sell
13,106
-230
-2% -$19.4K 0.09% 205
2024
Q3
$1.29M Sell
13,336
-1,832
-12% -$177K 0.1% 187
2024
Q2
$1.34M Sell
15,168
-238
-2% -$21K 0.11% 178
2024
Q1
$1.43M Sell
15,406
-2,567
-14% -$238K 0.11% 168
2023
Q4
$1.54M Buy
17,973
+6,366
+55% +$545K 0.13% 153
2023
Q3
$912K Buy
11,607
+3,165
+37% +$249K 0.11% 228
2023
Q2
$700K Sell
8,442
-16,261
-66% -$1.35M 0.08% 319
2023
Q1
$1.99M Buy
24,703
+14,441
+141% +$1.16M 0.23% 109
2022
Q4
$797K Sell
10,262
-1,294
-11% -$101K 0.09% 291
2022
Q3
$786K Sell
11,556
-922
-7% -$62.7K 0.09% 288
2022
Q2
$918K Sell
12,478
-823
-6% -$60.6K 0.1% 276
2022
Q1
$1.17M Buy
13,301
+808
+6% +$71.2K 0.11% 250
2021
Q4
$1.13M Buy
12,493
+5,862
+88% +$531K 0.08% 309
2021
Q3
$525K Sell
6,631
-73,730
-92% -$5.84M 0.04% 491
2021
Q2
$6.62M Buy
80,361
+5,966
+8% +$491K 0.49% 34
2021
Q1
$5.86M Buy
74,395
+59,402
+396% +$4.68M 0.46% 40
2020
Q4
$1.09M Buy
14,993
+8,173
+120% +$591K 0.12% 173
2020
Q3
$434K Sell
6,820
-582
-8% -$37K 0.05% 316
2020
Q2
$417K Sell
7,402
-749
-9% -$42.2K 0.05% 327
2020
Q1
$490K Sell
8,151
-6,148
-43% -$370K 0.04% 351
2019
Q4
$878K Sell
14,299
-973
-6% -$59.7K 0.08% 222
2019
Q3
$889K Sell
15,272
-13,544
-47% -$788K 0.08% 233
2019
Q2
$1.69M Buy
28,816
+12,308
+75% +$720K 0.14% 149
2019
Q1
$916K Buy
16,508
+184
+1% +$10.2K 0.07% 254
2018
Q4
$825K Sell
16,324
-4,813
-23% -$243K 0.06% 303
2018
Q3
$1.24M Sell
21,137
-4,248
-17% -$250K 0.08% 265
2018
Q2
$1.47M Sell
25,385
-217
-0.8% -$12.6K 0.09% 237
2018
Q1
$1.46M Sell
25,602
-1,134
-4% -$64.6K 0.07% 255
2017
Q4
$1.62M Sell
26,736
-506
-2% -$30.6K 0.08% 209
2017
Q3
$1.55M Buy
27,242
+979
+4% +$55.6K 0.08% 200
2017
Q2
$1.41M Sell
26,263
-20,425
-44% -$1.1M 0.08% 200
2017
Q1
$2.45M Buy
46,688
+11,537
+33% +$605K 0.14% 93
2016
Q4
$1.75M Buy
35,151
+2,738
+8% +$136K 0.11% 120
2016
Q3
$1.55M Buy
32,413
+3,819
+13% +$182K 0.1% 141
2016
Q2
$1.33M Sell
28,594
-2,774
-9% -$129K 0.09% 151
2016
Q1
$1.41M Sell
31,368
-1,756
-5% -$78.7K 0.1% 139
2015
Q4
$1.44M Buy
33,124
+27,847
+528% +$1.21M 0.11% 137
2015
Q3
$394K Sell
5,277
-13,231
-71% -$988K 0.04% 389
2015
Q2
$896K Sell
18,508
-9,958
-35% -$482K 0.09% 178
2015
Q1
$1.39M Buy
28,466
+7,604
+36% +$371K 0.15% 94
2014
Q4
$1.01M Sell
20,862
-2,054
-9% -$99.7K 0.13% 122
2014
Q3
$1.14M Buy
22,916
+8,284
+57% +$411K 0.2% 82
2014
Q2
$726K Buy
14,632
+284
+2% +$14.1K 0.12% 143
2014
Q1
$678K Sell
14,348
-603
-4% -$28.5K 0.14% 129
2013
Q4
$691K Buy
14,951
+427
+3% +$19.7K 0.17% 103
2013
Q3
$610K Sell
14,524
-677
-4% -$28.4K 0.17% 95
2013
Q2
$583K Buy
+15,201
New +$583K 0.2% 86