Midland Wealth Advisors’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
$285K Sell
3,248
-1,479
-31% -$130K 0.02% 152
2025
Q1
$406K Sell
4,727
-4,540
-49% -$390K 0.02% 134
2024
Q4
$780K Sell
9,267
-1,458
-14% -$123K 0.05% 97
2024
Q3
$1.03M Sell
10,725
-179
-2% -$17.3K 0.06% 86
2024
Q2
$963K Sell
10,904
-2,040
-16% -$180K 0.06% 91
2024
Q1
$1.2M Sell
12,944
-1,163
-8% -$108K 0.07% 76
2023
Q4
$1.21M Buy
+14,107
New +$1.21M 0.08% 74