MWM
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Modern Wealth Management’s Materials Select Sector SPDR Fund XLB Stock Holding History

Modern Wealth Management’s Portfolio XLB Stock Details XLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$211K Sell
2,401
-67
-3% -$5.88K 0.01% 723
2025
Q1 		$212K Buy
+2,468
New +$212K 0.01% 630