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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$260K	Sell
2025 Q1	$262K	Hold
2024 Q4	$256K	Buy