Hudson Valley Investment 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 | $1.13M | Sell |
12,887
-389
| -3% | -$34.2K | 0.12% | 100 |
|
|
2025
Q1 | $1.14M | Buy |
13,276
+498
| +4% | +$42.8K | 0.14% | 91 |
|
|
2024
Q4 | $1.08M | Buy |
12,778
+1,087
| +9% | +$91.5K | 0.12% | 95 |
|
|
2024
Q3 | $1.13M | Buy |
11,691
+3,150
| +37% | +$304K | 0.12% | 97 |
|
|
2024
Q2 | $723K | Sell |
8,541
-416
| -5% | -$35.2K | 0.09% | 112 |
|
|
2024
Q1 | $832K | Buy |
8,957
+416
| +5% | +$38.6K | 0.1% | 105 |
|
|
2023
Q4 | $723K | Buy |
8,541
+776
| +10% | +$65.7K | 0.1% | 112 |
|
|
2023
Q3 | $610K | Buy |
7,765
+642
| +9% | +$50.4K | 0.09% | 123 |
|
|
2023
Q2 | $590K | Buy |
7,123
+1,347
| +23% | +$112K | 0.08% | 129 |
|
|
2023
Q1 | $466K | Buy |
5,776
+987
| +21% | +$79.6K | 0.07% | 146 |
|
|
2022
Q4 | $372K | Buy |
4,789
+683
| +17% | +$53.1K | 0.06% | 171 |
|
|
2022
Q3 | $279K | Buy |
4,106
+1,251
| +44% | +$85K | 0.04% | 182 |
|
|
2022
Q2 | $210K | Buy |
+2,855
| New | +$210K | 0.03% | 190 |
|