Institute for Wealth Management’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Hold |
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|
2025
Q1 | $473K | Hold |
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|
2024
Q4 | $463K | Hold |
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|
2024
Q3 | $530K | Buy |
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|
2024
Q2 | $485K | Sell |
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|
2024
Q1 | $512K | Hold |
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|
2023
Q4 | $472K | Sell |
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|
2023
Q3 | $459K | Hold |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $454K | Hold |
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|
2022
Q4 | $438K | Buy |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | $382K | Hold |
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|
2022
Q1 | $457K | Sell |
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|
2021
Q4 | $683K | Sell |
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|
2021
Q3 | $607K | Sell |
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|
2021
Q2 | $662K | Buy |
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|
2021
Q1 | $611K | Buy |
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|
2020
Q4 | $550K | Buy |
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|
2020
Q3 | $469K | Sell |
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|
2020
Q2 | $425K | Buy |
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|
2020
Q1 | $294K | Sell |
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|
2019
Q4 | $514K | Sell |
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|
2019
Q3 | $510K | Buy |
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|
2019
Q2 | $201K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $274K | Sell |
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|
2017
Q4 | $1.3M | Buy |
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|
2017
Q3 | $370K | Sell |
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|
2017
Q2 | $514K | Buy |
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|
2015
Q4 | $999K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.57M | Sell |
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|
2014
Q4 | $1.69M | Buy |
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|
2014
Q3 | $1.31M | Sell |
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|
2014
Q2 | $1.4M | Sell |
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|
2014
Q1 | $3.6M | Buy |
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|
2013
Q4 | $3.28M | Sell |
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|
2013
Q3 | $4.9M | Buy |
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|
2013
Q2 | $2.75M | Buy |
|