Spire Wealth Management’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 | $1.35M | Sell |
15,387
-4,254
| -22% | -$372K | 0.05% | 307 |
|
|
2025
Q1 | $1.69M | Sell |
19,641
-167
| -0.8% | -$14.4K | 0.05% | 291 |
|
|
2024
Q4 | $1.67M | Buy |
19,808
+699
| +4% | +$58.8K | 0.05% | 271 |
|
|
2024
Q3 | $1.84M | Sell |
19,109
-2,855
| -13% | -$275K | 0.06% | 247 |
|
|
2024
Q2 | $1.94M | Sell |
21,964
-3,437
| -14% | -$303K | 0.07% | 238 |
|
|
2024
Q1 | $5.98M | Sell |
25,401
-446
| -2% | -$105K | 0.11% | 133 |
|
|
2023
Q4 | $2.13M | Buy |
25,847
+2,478
| +11% | +$204K | 0.07% | 229 |
|
|
2023
Q3 | $1.84M | Buy |
23,369
+3,074
| +15% | +$241K | 0.07% | 234 |
|
|
2023
Q2 | $1.68M | Sell |
20,295
-4,745
| -19% | -$393K | 0.06% | 259 |
|
|
2023
Q1 | $2.02M | Buy |
25,040
+6,385
| +34% | +$515K | 0.08% | 230 |
|
|
2022
Q4 | $1.45M | Buy |
18,655
+552
| +3% | +$42.9K | 0.08% | 196 |
|
|
2022
Q3 | $1.23M | Sell |
18,103
-10,006
| -36% | -$680K | 0.07% | 182 |
|
|
2022
Q2 | $2.07M | Sell |
28,109
-11,451
| -29% | -$843K | 0.09% | 209 |
|
|
2022
Q1 | $4.39M | Sell |
39,560
-11,163
| -22% | -$1.24M | 0.12% | 167 |
|
|
2021
Q4 | $4.62M | Buy |
50,723
+3,303
| +7% | +$301K | 0.1% | 181 |
|
|
2021
Q3 | $3.75M | Sell |
47,420
-29,267
| -38% | -$2.32M | 0.1% | 192 |
|
|
2021
Q2 | $6.33M | Buy |
76,687
+17,681
| +30% | +$1.46M | 0.17% | 141 |
|
|
2021
Q1 | $4.64M | Buy |
+59,006
| New | +$4.64M | 0.12% | 170 |
|