Meridian Wealth Management’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 | $1.01M | Buy |
20,379
+1,241
| +6% | +$62.2K | 0.04% | 355 |
|
|
2025
Q4 | $868K | Sell |
19,138
-784
| -4% | -$34.6K | 0.03% | 376 |
|
|
2025
Q3 | $887K | Buy |
19,922
+1,390
| +8% | +$62.8K | 0.03% | 352 |
|
|
2025
Q2 | $813K | Buy |
18,532
+2
| +0% | +$85 | 0.03% | 346 |
|
|
2025
Q1 | $796K | Sell |
18,530
-76
| -0.4% | -$3.32K | 0.04% | 326 |
|
|
2024
Q4 | $783K | Buy |
18,606
+602
| +3% | +$27.9K | 0.04% | 333 |
|
|
2024
Q3 | $864K | Sell |
18,004
-394
| -2% | -$18K | 0.04% | 306 |
|
|
2024
Q2 | $811K | Buy |
+18,398
| New | +$832K | 0.1% | 129 |
|
|
2024
Q1 | – | Sell |
-19,914
| Closed | -$851K | – | 582 |
|
|
2023
Q4 | $851K | Sell |
19,914
-606
| -3% | -$24.2K | 0.05% | 286 |
|
|
2023
Q3 | $807K | Sell |
20,520
-158
| -0.8% | -$6.49K | 0.05% | 275 |
|
|
2023
Q2 | $857K | Sell |
20,678
-122
| -0.6% | -$4.85K | 0.07% | 224 |
|
|
2023
Q1 | $839K | Sell |
20,800
-648
| -3% | -$26.2K | 0.07% | 229 |
|
|
2022
Q4 | $833K | Buy |
21,448
+1,092
| +5% | +$41.9K | 0.08% | 224 |
|
|
2022
Q3 | $692K | Sell |
20,356
-996
| -5% | -$37.5K | 0.07% | 231 |
|
|
2022
Q2 | $786K | Sell |
21,352
-1,138
| -5% | -$47.6K | 0.06% | 276 |
|
|
2022
Q1 | $991K | Sell |
22,490
-5,820
| -21% | -$248K | 0.11% | 157 |
|
|
2021
Q4 | $1.28M | Buy |
28,310
+494
| +2% | +$21.3K | 0.14% | 134 |
|
|
2021
Q3 | $1.1M | Sell |
27,816
-1,560
| -5% | -$64.9K | 0.14% | 141 |
|
|
2021
Q2 | $1.21M | Buy |
29,376
+6,528
| +29% | +$275K | 0.15% | 130 |
|
|
2021
Q1 | $900K | Buy |
22,848
+4,482
| +24% | +$169K | 0.13% | 148 |
|
|
2020
Q4 | $664K | Buy |
+18,366
| New | +$629K | 0.11% | 155 |
|
|
2019
Q3 | – | Sell |
-1,944
| Closed | -$569 | – | 510 |
|
|
2019
Q2 | $569 | Buy |
+1,944
| New | +$54.8K | 0.02% | 358 |
|
|
2018
Q2 | – | Sell |
-15,488
| Closed | -$441K | – | 205 |
|
|
2018
Q1 | $441K | Buy |
+15,488
| New | +$470K | 0.22% | 92 |
|
Other funds holding XLB
MMH
