Venturi Wealth Management’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $428K | Buy |
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|
2024
Q3 | $279K | Sell |
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|
2024
Q2 | $608K | Buy |
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|
2024
Q1 | $453K | Sell |
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|
2023
Q4 | $846K | Buy |
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|
2023
Q3 | $569K | Buy |
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|
2023
Q2 | $513K | Sell |
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|
2023
Q1 | $774K | Sell |
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|
2022
Q4 | $771K | Buy |
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|
2022
Q3 | $581K | Sell |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $1.94M | Buy |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $2.06M | Buy |
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|
2021
Q1 | $1.71M | Buy |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $663K | Buy |
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|
2020
Q2 | $254K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $364K | Buy |
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|
2019
Q3 | $254K | Sell |
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|
2019
Q2 | $8.38M | Buy |
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|
2019
Q1 | $443K | Sell |
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|
2018
Q4 | $1.06M | Buy |
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|
2018
Q3 | $1.18M | Sell |
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|
2018
Q2 | $1.34M | Buy |
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|
2018
Q1 | $552K | Sell |
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|
2017
Q4 | $613K | Sell |
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|
2017
Q3 | $711K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $3.59M | Buy |
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|
2015
Q4 | $1.37M | Buy |
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