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