Sowell Financial Services’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 | $1.33M | Sell |
26,533
-1,213
| -4% | -$60.8K | 0.05% | 385 |
|
|
2025
Q4 | $1.26M | Buy |
27,746
+7,194
| +35% | +$318K | 0.05% | 383 |
|
|
2025
Q3 | $921K | Sell |
20,552
-1,918
| -9% | -$86.7K | 0.04% | 448 |
|
|
2025
Q2 | $987K | Sell |
22,470
-1,208
| -5% | -$51.2K | 0.04% | 414 |
|
|
2025
Q1 | $1.02M | Sell |
23,678
-1,834
| -7% | -$80.1K | 0.05% | 378 |
|
|
2024
Q4 | $1.07M | Buy |
+25,512
| New | +$1.18M | 0.06% | 304 |
|
|
2024
Q3 | – | Sell |
-24,044
| Closed | -$1.06M | – | 589 |
|
|
2024
Q2 | $1.06M | Sell |
24,044
-96
| -0.4% | -$4.34K | 0.05% | 322 |
|
|
2024
Q1 | $1.12M | Sell |
24,140
-9,616
| -28% | -$414K | 0.05% | 326 |
|
|
2023
Q4 | $1.44M | Buy |
33,756
+12,962
| +62% | +$518K | 0.08% | 272 |
|
|
2023
Q3 | $817K | Sell |
20,794
-12,170
| -37% | -$500K | 0.05% | 332 |
|
|
2023
Q2 | $1.37M | Buy |
32,964
+796
| +2% | +$31.7K | 0.08% | 292 |
|
|
2023
Q1 | $1.3M | Sell |
32,168
-14
| -0% | -$567 | 0.1% | 246 |
|
|
2022
Q4 | $1.25M | Buy |
32,182
+3,442
| +12% | +$132K | 0.08% | 276 |
|
|
2022
Q3 | $977K | Buy |
+28,740
| New | +$1.08M | 0.1% | 240 |
|
|
2022
Q1 | – | Sell |
-21,318
| Closed | -$966K | – | 529 |
|
|
2021
Q4 | $966K | Sell |
21,318
-68
| -0.3% | -$2.94K | 0.06% | 337 |
|
|
2021
Q3 | $846K | Buy |
21,386
+90
| +0.4% | +$3.74K | 0.06% | 320 |
|
|
2021
Q2 | $876K | Sell |
21,296
-56,326
| -73% | -$2.37M | 0.06% | 334 |
|
|
2021
Q1 | $3.38M | Buy |
77,622
+56,678
| +271% | +$2.14M | 0.12% | 169 |
|
|
2020
Q4 | $758K | Sell |
20,944
-6,536
| -24% | -$224K | 0.03% | 396 |
|
|
2020
Q3 | $874K | Buy |
27,480
+11,640
| +73% | +$362K | 0.04% | 325 |
|
|
2020
Q2 | $446K | Buy |
15,840
+3,426
| +28% | +$90.2K | 0.02% | 489 |
|
|
2020
Q1 | $280K | Sell |
12,414
-6,740
| -35% | -$185K | 0.02% | 566 |
|
|
2019
Q4 | $588K | Buy |
19,154
+786
| +4% | +$23.2K | 0.04% | 404 |
|
|
2019
Q3 | $534K | Buy |
+18,368
| New | +$530K | 0.04% | 405 |
|
|
2019
Q1 | $517K | Buy |
18,648
+1,978
| +12% | +$53.3K | 0.06% | 318 |
|
|
2018
Q4 | $421K | Sell |
16,670
-232,568
| -93% | -$6.2M | 0.06% | 311 |
|
|
2018
Q3 | $6.87M | Buy |
+249,238
| New | +$7.35M | 1% | 18 |
|
|
2018
Q1 | – | Sell |
-8,998
| Closed | -$283K | – | 298 |
|
|
2017
Q4 | $283K | Sell |
8,998
-29,634
| -77% | -$872K | 0.07% | 217 |
|
|
2017
Q3 | $1.15M | Buy |
+38,632
| New | +$1.06M | 0.3% | 75 |
|
|
2017
Q1 | – | Sell |
-2,308
| Closed | -$61K | – | 574 |
|
|
2016
Q4 | $61K | Buy |
+2,308
| New | +$56K | 0.02% | 321 |
|
Other funds holding XLB
MMH
