SWM
Stockman Wealth Management’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
12,333
+378
| +3% | +$33.2K | 0.15% | 73 |
|
|
2025
Q1 | $1.03M | Buy |
11,955
+804
| +7% | +$69.1K | 0.15% | 71 |
|
|
2024
Q4 | $938K | Buy |
11,151
+673
| +6% | +$56.6K | 0.15% | 72 |
|
|
2024
Q3 | $1.01M | Buy |
10,478
+750
| +8% | +$72.3K | 0.16% | 69 |
|
|
2024
Q2 | $859K | Buy |
9,728
+328
| +3% | +$29K | 0.15% | 75 |
|
|
2024
Q1 | $873K | Buy |
9,400
+1,224
| +15% | +$114K | 0.15% | 72 |
|
|
2023
Q4 | $699K | Buy |
8,176
+1,503
| +23% | +$129K | 0.14% | 78 |
|
|
2023
Q3 | $524K | Buy |
+6,673
| New | +$524K | 0.12% | 96 |
|