Lowe Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Lowe Wealth Advisors’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$18.8K	Hold	420	–	–	0.01%	216
2025 Q2	$18.4K	Hold	420	–	–	0.01%	208
2025 Q1	$18.1K	Hold	420	–	–	0.01%	205
2024 Q4	$17.7K	Sell	420 -200	-32%	-$9.26K	0.01%	198
2024 Q3	$29.9K	Buy	620 +320	+107%	+$14.6K	0.01%	152
2024 Q2	$13.2K	Hold	300	–	–	0.01%	201
2024 Q1	$13.9K	Hold	300	–	–	0.01%	191
2023 Q4	$12.8K	Hold	300	–	–	0.01%	195
2023 Q3	$11.8K	Sell	300 -36	-11%	-$1.48K	0.01%	193
2023 Q2	$13.9K	Sell	336 -400	-54%	-$15.9K	0.01%	191
2023 Q1	$29.7K	Hold	736	–	–	0.02%	132
2022 Q4	$28.6K	Hold	736	–	–	0.02%	137
2022 Q3	$25K	Hold	736	–	–	0.01%	136
2022 Q2	$27K	Sell	736 -200	-21%	-$8.37K	0.01%	125
2022 Q1	$41K	Sell	936 -200	-18%	-$8.53K	0.02%	115
2021 Q4	$51K	Hold	1,136	–	–	0.02%	97
2021 Q3	$45K	Sell	1,136 -1,600	-58%	-$66.5K	0.02%	96
2021 Q2	$113K	Buy	2,736 +700	+34%	+$29.5K	0.05%	59
2021 Q1	$80K	Buy	2,036 +200	+11%	+$7.55K	0.04%	66
2020 Q4	$66K	Hold	1,836	–	–	0.03%	67
2020 Q3	$58K	Buy	1,836 +1,800	+5,000%	+$55.9K	0.03%	67
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	259
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	294
2019 Q4	$1K	Hold	36	–	–	﹤0.01%	292
2019 Q3	$1K	Hold	36	–	–	﹤0.01%	270
2019 Q2	$1K	Hold	36	–	–	﹤0.01%	286
2019 Q1	$0	Hold	36	–	–	﹤0.01%	298
2018 Q4	$1K	Hold	36	–	–	﹤0.01%	248
2018 Q3	$1K	Hold	36	–	–	﹤0.01%	285
2018 Q2	$1K	Hold	36	–	–	﹤0.01%	235
2018 Q1	$1K	Hold	36	–	–	﹤0.01%	239
2017 Q4	$1K	Hold	36	–	–	﹤0.01%	246
2017 Q3	$1K	Hold	36	–	–	﹤0.01%	237
2017 Q2	$1K	Hold	36	–	–	﹤0.01%	215
2017 Q1	$1K	Hold	36	–	–	﹤0.01%	216
2016 Q4	$1K	Hold	36	–	–	﹤0.01%	224
2016 Q3	$1K	Hold	36	–	–	﹤0.01%	239
2016 Q2	$1K	Hold	36	–	–	﹤0.01%	243
2016 Q1	$1K	Hold	36	–	–	﹤0.01%	213
2015 Q4	$1K	Hold	36	–	–	﹤0.01%	223
2015 Q3	$1K	Hold	36	–	–	﹤0.01%	224
2015 Q2	$1K	Hold	36	–	–	﹤0.01%	222
2015 Q1	$1K	Hold	36	–	–	﹤0.01%	220
2014 Q4	$1K	Buy	+36	New	+$870	﹤0.01%	196