Golden State Wealth Management’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	$130K	Sell	2,592 -536	-17%	-$26.9K	0.01%	458
2025 Q4	$142K	Sell	3,128 -152	-5%	-$6.72K	0.02%	450
2025 Q3	$147K	Sell	3,280 -342	-9%	-$15.5K	0.02%	433
2025 Q2	$159K	Sell	3,622 -1,080	-23%	-$45.8K	0.02%	398
2025 Q1	$202K	Sell	4,702 -690	-13%	-$30.1K	0.03%	338
2024 Q4	$227K	Buy	+5,392	New	+$250K	0.03%	303
2022 Q1	$1.19M	Buy	27,028 +16,374	+154%	+$698K	0.23%	86
2021 Q4	$483K	Buy	10,654 +120	+1%	+$5.18K	0.08%	217
2021 Q3	$417K	Buy	10,534 +568	+6%	+$23.6K	0.09%	185
2021 Q2	$410K	Buy	+9,966	New	+$420K	0.09%	188
2019 Q2	–	Sell	-1,018	Closed	-$28K	–	1167
2019 Q1	$28K	Buy	+1,018	New	+$27.4K	0.01%	561