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Sequent Planning’s Materials Select Sector SPDR Fund XLB Stock Holding History

Sequent Planning’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 		$362K Buy
4,123
+1,201
+41% +$105K 0.11% 111
2025
Q1 		$251K Buy
+2,922
New +$251K 0.09% 125