Summit Financial’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
$665K Buy
7,570
+823
+12% +$72.3K 0.02% 504
2025
Q1
$580K Sell
6,747
-862
-11% -$74.1K 0.02% 482
2024
Q4
$640K Buy
7,609
+90
+1% +$7.57K 0.02% 403
2024
Q3
$725K Buy
7,519
+3,658
+95% +$353K 0.03% 309
2024
Q2
$341K Buy
3,861
+1,630
+73% +$144K 0.02% 393
2024
Q1
$207K Buy
+2,231
New +$207K 0.01% 366