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Summit Trail Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History

Summit Trail Advisors’s Portfolio XLB Stock Details XLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$260K Sell
2,966
-82
-3% -$7.2K ﹤0.01% 976
2025
Q1 		$262K Hold
3,048
– – 0.01% 341
2024
Q4 		$256K Buy
+3,048
New +$256K 0.01% 324