Prospera Financial Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Prospera Financial Services’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
2026 Q1	$2.79M	Buy	55,774 +33,214	+147%	+$1.67M	0.04%	412
2025 Q4	$1.02M	Sell	22,560 -650	-3%	-$28.7K	0.02%	663
2025 Q3	$1.04M	Sell	23,210 -38	-0.2%	-$1.72K	0.02%	669
2025 Q2	$1.02M	Sell	23,248 -1,902	-8%	-$80.6K	0.02%	648
2025 Q1	$1.08M	Buy	25,150 +2,278	+10%	+$99.5K	0.02%	544
2024 Q4	$962K	Sell	22,872 -4,556	-17%	-$211K	0.02%	558
2024 Q3	$1.32M	Sell	27,428 -568	-2%	-$25.9K	0.03%	438
2024 Q2	$1.24M	Sell	27,996 -15,794	-36%	-$714K	0.03%	450
2024 Q1	$2.03M	Buy	43,790 +26,824	+158%	+$1.15M	0.06%	325
2023 Q4	$726K	Buy	16,966 +136	+0.8%	+$5.44K	0.02%	554
2023 Q3	$661K	Buy	16,830 +11,422	+211%	+$469K	0.03%	530
2023 Q2	$224K	Sell	5,408 -3,100	-36%	-$123K	0.01%	914
2023 Q1	$343K	Buy	8,508 +694	+9%	+$28.1K	0.01%	739
2022 Q4	$304K	Sell	7,814 -30,316	-80%	-$1.16M	0.02%	700
2022 Q3	$1.3M	Buy	38,130 +10,964	+40%	+$412K	0.07%	311
2022 Q2	$1M	Buy	27,166 +6,632	+32%	+$278K	0.05%	374
2022 Q1	$905K	Buy	20,534 +1,084	+6%	+$46.2K	0.04%	451
2021 Q4	$882K	Sell	19,450 -27,808	-59%	-$1.2M	0.04%	440
2021 Q3	$1.87M	Buy	47,258 +39,820	+535%	+$1.66M	0.09%	248
2021 Q2	$306K	Buy	7,438 +1,594	+27%	+$67.2K	0.02%	649
2021 Q1	$231K	Sell	5,844 -35,952	-86%	-$1.36M	0.01%	688
2020 Q4	$1.51M	Sell	41,796 -6,974	-14%	-$239K	0.1%	222
2020 Q3	$1.55M	Sell	48,770 -4,794	-9%	-$149K	0.59%	38
2020 Q2	$1.51M	Buy	+53,564	New	+$1.41M	0.13%	193
2020 Q1	–	Sell	-77,312	Closed	-$2.37M	–	632
2019 Q4	$2.37M	Sell	77,312 -1,330	-2%	-$39.3K	0.18%	134
2019 Q3	$2.29M	Sell	78,642 -2,298	-3%	-$66.3K	0.24%	89
2019 Q2	$2.38M	Buy	+80,940	New	+$2.28M	0.27%	74
2018 Q2	–	Sell	-58,610	Closed	-$1.67M	–	478
2018 Q1	$1.67M	Sell	58,610 -3,870	-6%	-$117K	0.23%	93
2017 Q4	$1.95M	Sell	62,480 -1,518	-2%	-$44.7K	0.3%	69
2017 Q3	$1.84M	Sell	63,998 -42,510	-40%	-$1.17M	0.28%	76
2017 Q2	$2.87M	Sell	106,508 -3,568	-3%	-$94.8K	0.46%	40
2017 Q1	$2.88M	Sell	110,076 -33,536	-23%	-$871K	0.52%	41
2016 Q4	$3.63M	Buy	143,612 +49,370	+52%	+$1.2M	0.71%	23
2016 Q3	$2.25M	Sell	94,242 -29,834	-24%	-$719K	0.45%	41
2016 Q2	$2.88M	Buy	+124,076	New	+$2.89M	0.59%	30
2016 Q1	–	Sell	-124,396	Closed	-$2.7M	–	373
2015 Q4	$2.7M	Buy	+124,396	New	+$2.76M	0.59%	28
2015 Q3	–	Sell	-101,182	Closed	-$2.45M	–	332
2015 Q2	$2.45M	Buy	+101,182	New	+$2.54M	0.58%	38
2014 Q4	–	Sell	-699,234	Closed	-$17.3M	–	322
2014 Q3	$17.3M	Buy	699,234 +89,288	+15%	+$2.23M	4.67%	8
2014 Q2	$15.1M	Sell	609,946 -309,618	-34%	-$7.47M	4.1%	5
2014 Q1	$21.7M	Buy	919,564 +395,648	+76%	+$9.1M	6.87%	2
2013 Q4	$12.1M	Buy	523,916 +57,440	+12%	+$1.26M	4.07%	5
2013 Q3	$9.84M	Buy	466,476 +61,482	+15%	+$1.26M	3.73%	3
2013 Q2	$7.81M	Buy	+404,994	New	+$8.01M	3.62%	5