Wade Financial Advisory’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
Q1
$205K Hold
2,387
0.07% 75
2024
Q4
$201K Hold
2,387
0.07% 80
2024
Q3
$230K Hold
2,387
0.08% 76
2024
Q2
$211K Hold
2,387
0.08% 81
2024
Q1
$222K Buy
+2,387
New +$222K 0.08% 76