IFP Advisors’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 | $330K | Buy |
6,613
+2,364
| +56% | +$119K | 0.01% | 1142 |
|
|
2025
Q4 | $193K | Buy |
4,249
+165
| +4% | +$7.29K | ﹤0.01% | 1388 |
|
|
2025
Q3 | $183K | Sell |
4,084
-1,846
| -31% | -$83.5K | ﹤0.01% | 1330 |
|
|
2025
Q2 | $261K | Sell |
5,930
-8,840
| -60% | -$375K | 0.01% | 1133 |
|
|
2025
Q1 | $635K | Buy |
14,770
+504
| +4% | +$22K | 0.02% | 702 |
|
|
2024
Q4 | $600K | Buy |
14,266
+384
| +3% | +$17.8K | 0.02% | 670 |
|
|
2024
Q3 | $669K | Sell |
13,882
-272
| -2% | -$12.4K | 0.02% | 588 |
|
|
2024
Q2 | $625K | Buy |
14,154
+1,176
| +9% | +$53.2K | 0.02% | 583 |
|
|
2024
Q1 | $603K | Sell |
12,978
-1,596
| -11% | -$68.6K | 0.03% | 555 |
|
|
2023
Q4 | $623K | Sell |
14,574
-52
| -0.4% | -$2.08K | 0.03% | 517 |
|
|
2023
Q3 | $574K | Buy |
14,626
+2,768
| +23% | +$114K | 0.03% | 545 |
|
|
2023
Q2 | $491K | Sell |
11,858
-494
| -4% | -$19.6K | 0.02% | 665 |
|
|
2023
Q1 | $223K | Sell |
12,352
-8,396
| -40% | -$340K | 0.01% | 905 |
|
|
2022
Q4 | $575K | Sell |
20,748
-73,898
| -78% | -$2.84M | 0.02% | 832 |
|
|
2022
Q3 | $1.94M | Buy |
94,646
+968
| +1% | +$36.4K | 0.05% | 411 |
|
|
2022
Q2 | $1.72M | Hold |
93,678
| – | – | 0.06% | 396 |
|
|
2022
Q1 | $1.72M | Buy |
93,678
+89,878
| +2,365% | +$3.83M | 0.06% | 396 |
|
|
2021
Q4 | $174K | Sell |
3,800
-112
| -3% | -$4.84K | ﹤0.01% | 1017 |
|
|
2021
Q3 | $187K | Sell |
3,912
-10,008
| -72% | -$416K | ﹤0.01% | 987 |
|
|
2021
Q2 | $571K | Buy |
13,920
+510
| +4% | +$21.5K | 0.01% | 509 |
|
|
2021
Q1 | $527K | Sell |
13,410
-128
| -0.9% | -$4.83K | 0.01% | 502 |
|
|
2020
Q4 | $492K | Buy |
13,538
+10,624
| +365% | +$364K | 0.02% | 509 |
|
|
2020
Q3 | $92K | Sell |
2,914
-17,068
| -85% | -$530K | 0.01% | 1037 |
|
|
2020
Q2 | $542K | Buy |
19,982
+18,388
| +1,154% | +$484K | 0.04% | 401 |
|
|
2020
Q1 | $38K | Sell |
1,594
-35,936
| -96% | -$987K | ﹤0.01% | 1244 |
|
|
2019
Q4 | $1.15M | Buy |
37,530
+30,232
| +414% | +$893K | 0.09% | 247 |
|
|
2019
Q3 | $210K | Buy |
+7,298
| New | +$210K | 0.01% | 752 |
|
|
2019
Q1 | $303K | Sell |
10,772
-1,274
| -11% | -$34.4K | 0.04% | 376 |
|
|
2018
Q4 | $302K | Sell |
12,046
-8,162
| -40% | -$218K | 0.02% | 708 |
|
|
2018
Q3 | $585K | Sell |
20,208
-5,462
| -21% | -$161K | 0.02% | 617 |
|
|
2018
Q2 | $745K | Buy |
25,670
+1,448
| +6% | +$42.4K | 0.03% | 514 |
|
|
2018
Q1 | $733K | Hold |
24,222
| – | – | 0.03% | 480 |
|
|
2017
Q4 | $733K | Sell |
24,222
-4,234
| -15% | -$125K | 0.03% | 481 |
|
|
2017
Q3 | $808K | Buy |
28,456
+2,112
| +8% | +$58.1K | 0.03% | 512 |
|
|
2017
Q2 | $709K | Sell |
26,344
-19,826
| -43% | -$527K | 0.03% | 540 |
|
|
2017
Q1 | $1.21M | Sell |
46,170
-4,474
| -9% | -$116K | 0.05% | 378 |
|
|
2016
Q4 | $1.26M | Buy |
50,644
+36,754
| +265% | +$892K | 0.06% | 342 |
|
|
2016
Q3 | $332K | Buy |
13,890
+1,144
| +9% | +$27.6K | 0.02% | 765 |
|
|
2016
Q2 | $295K | Buy |
12,746
+1,974
| +18% | +$46K | 0.02% | 800 |
|
|
2016
Q1 | $303K | Buy |
10,772
+6,518
| +153% | +$135K | 0.04% | 376 |
|
|
2015
Q4 | $92K | Buy |
+4,254
| New | +$94.4K | 0.01% | 1229 |
|
Other funds holding XLB
MMH
