Mutual Advisors’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	$1.41M	Buy	28,155 +21,805	+343%	+$1.09M	0.03%	474
2025 Q4	$288K	Buy	6,350 +46	+0.7%	+$2.03K	0.01%	1106
2025 Q3	$282K	Sell	6,304 -4,556	-42%	-$206K	0.01%	1082
2025 Q2	$502K	Buy	10,860 +5,502	+103%	+$233K	0.01%	776
2025 Q1	$221K	Sell	5,358 -4,730	-47%	-$207K	0.01%	1000
2024 Q4	$443K	Buy	10,088 +3,566	+55%	+$165K	0.01%	745
2024 Q3	$308K	Buy	6,522 +236	+4%	+$10.8K	0.01%	883
2024 Q2	$288K	Sell	6,286 -21,302	-77%	-$963K	0.01%	906
2024 Q1	$1.28M	Buy	27,588 +3,550	+15%	+$153K	0.04%	403
2023 Q4	$1.03M	Buy	24,038 +1,012	+4%	+$40.5K	0.04%	446
2023 Q3	$904K	Buy	23,026 +7,614	+49%	+$313K	0.04%	449
2023 Q2	$639K	Sell	15,412 -12,910	-46%	-$513K	0.02%	562
2023 Q1	$1.14M	Buy	28,322 +12,140	+75%	+$492K	0.05%	392
2022 Q4	$629K	Buy	16,182 +1,650	+11%	+$63.4K	0.03%	531
2022 Q3	$494K	Sell	14,532 -4,010	-22%	-$151K	0.03%	563
2022 Q2	$682K	Sell	18,542 -50	-0.3%	-$2.09K	0.05%	445
2022 Q1	$819K	Sell	18,592 -3,346	-15%	-$143K	0.05%	436
2021 Q4	$994K	Sell	21,938 -16,896	-44%	-$730K	0.05%	390
2021 Q3	$1.54M	Buy	38,834 +172	+0.4%	+$7.15K	0.09%	270
2021 Q2	$1.59M	Sell	38,662 -208	-0.5%	-$8.76K	0.09%	263
2021 Q1	$1.53M	Buy	38,870 +508	+1%	+$19.2K	0.11%	242
2020 Q4	$1.39M	Buy	+38,362	New	+$1.31M	0.1%	239
2020 Q2	–	Sell	-17,098	Closed	-$385K	–	682
2020 Q1	$385K	Buy	+17,098	New	+$469K	0.05%	340
2018 Q4	–	Sell	-7,820	Closed	-$226K	–	494
2018 Q3	$226K	Sell	7,820 -370	-5%	-$10.9K	0.03%	425
2018 Q2	$238K	Buy	8,190 +96	+1%	+$2.81K	0.05%	368
2018 Q1	$230K	Buy	+8,094	New	+$245K	0.06%	355