LifePlan Financial’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 | $5.46M | Buy |
62,181
+2,520
| +4% | +$221K | 4.52% | 4 |
|
2025
Q1 | $5.13M | Buy |
59,661
+4,090
| +7% | +$352K | 4.47% | 4 |
|
2024
Q4 | $4.68M | Buy |
55,571
+1,277
| +2% | +$107K | 4.13% | 4 |
|
2024
Q3 | $5.23M | Buy |
54,294
+1,872
| +4% | +$180K | 4.49% | 4 |
|
2024
Q2 | $4.63M | Sell |
52,422
-100
| -0.2% | -$8.83K | 4.26% | 4 |
|
2024
Q1 | $4.88M | Buy |
52,522
+2,610
| +5% | +$242K | 4.47% | 4 |
|
2023
Q4 | $4.27M | Buy |
+49,912
| New | +$4.27M | 4.28% | 4 |
|