SMART Wealth’s Materials Select Sector SPDR Fund XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,944
Closed -$1.37M 195
2025
Q1
$1.37M Buy
15,944
+2,945
+23% +$253K 0.49% 59
2024
Q4
$1.09M Buy
12,999
+4,744
+57% +$399K 0.39% 69
2024
Q3
$796K Sell
8,255
-7,654
-48% -$738K 0.31% 71
2024
Q2
$1.4M Buy
15,909
+1,161
+8% +$103K 0.57% 46
2024
Q1
$1.37M Buy
+14,748
New +$1.37M 0.62% 38