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SMA
Sage Mountain Advisors’s
State Street Materials Select Sector SPDR ETF
XLB
Stock Holding History
Sage Mountain Advisors’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
$11.8K
Hold
236
–
–
﹤0.01%
271
2025
Q4
$10.7K
Hold
236
–
–
﹤0.01%
552
2025
Q3
$10.6K
Hold
236
–
–
﹤0.01%
538
2025
Q2
$10.4K
Hold
236
–
–
﹤0.01%
482
2025
Q1
$10.1K
Hold
236
–
–
﹤0.01%
477
2024
Q4
$9.93K
Hold
236
–
–
﹤0.01%
463
2024
Q3
$11.4K
Hold
236
–
–
﹤0.01%
470
2024
Q2
$10.4K
Hold
236
–
–
﹤0.01%
408
2024
Q1
$11K
Hold
236
–
–
﹤0.01%
388
2023
Q4
$10.1K
Hold
236
–
–
﹤0.01%
334
2023
Q3
$9.27K
Hold
236
–
–
﹤0.01%
332
2023
Q2
$9.78K
Sell
236
-258
-52%
-$10.3K
﹤0.01%
324
2023
Q1
$19.9K
Sell
494
-298
-38%
-$12.1K
﹤0.01%
299
2022
Q4
$30.8K
Buy
792
+214
+37%
+$8.22K
0.01%
244
2022
Q3
$20K
Sell
578
-372
-39%
-$14K
0.01%
336
2022
Q2
$35K
Sell
950
-114
-11%
-$4.77K
0.01%
553
2022
Q1
$47K
Hold
1,064
–
–
0.01%
558
2021
Q4
$48K
Buy
1,064
+570
+115%
+$24.6K
0.01%
621
2021
Q3
$20K
Hold
494
–
–
﹤0.01%
550
2021
Q2
$20K
Hold
494
–
–
﹤0.01%
504
2021
Q1
$19K
Hold
494
–
–
﹤0.01%
433
2020
Q4
$18K
Buy
+494
New
+$16.9K
0.01%
255
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1-Year Est. Return
MMH
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$21.1B AUM
40.03%
1-Year Est. Return
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$376B AUM
19.32%
1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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