Waverly Advisors’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	$637K	Buy	7,255 +414	+6%	+$36.4K	0.01%	739
2025 Q1	$588K	Buy	+6,841	New	+$588K	0.01%	731
2013 Q4	–	Sell	-338	Closed	-$14K	–	849
2013 Q3	$14K	Buy	+338	New	+$14K	0.01%	407