Winch Advisory Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Winch Advisory Services’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
2026 Q1	$37K	Buy	740 +4	+0.5%	+$201	0.01%	198
2025 Q4	$33.4K	Buy	736 +4	+0.5%	+$177	0.01%	200
2025 Q3	$32.8K	Buy	732 +2	+0.3%	+$90	0.01%	197
2025 Q2	$32K	Buy	730 +4	+0.6%	+$170	0.01%	194
2025 Q1	$31.2K	Buy	726 +4	+0.6%	+$175	0.01%	190
2024 Q4	$30.4K	Buy	722 +4	+0.6%	+$185	0.01%	194
2024 Q3	$34.6K	Buy	718 +2	+0.3%	+$91	0.01%	182
2024 Q2	$31.6K	Buy	716 +344	+92%	+$15.5K	0.01%	185
2024 Q1	$17.3K	Buy	372 +2	+0.5%	+$86	0.01%	222
2023 Q4	$15.9K	Buy	370 +2	+0.5%	+$80	0.01%	220
2023 Q3	$14K	Buy	368 +2	+0.5%	+$82	0.01%	225
2023 Q2	$15K	Buy	366 +2	+0.5%	+$80	0.01%	218
2023 Q1	$15K	Buy	364 +2	+0.6%	+$81	0.01%	217
2022 Q4	$14K	Buy	362 +2	+0.6%	+$77	0.01%	215
2022 Q3	$12K	Buy	360 +2	+0.6%	+$75	0.01%	211
2022 Q2	$13K	Buy	358 +2	+0.6%	+$84	0.01%	212
2022 Q1	$16K	Hold	356	–	–	0.01%	223
2021 Q4	$16K	Buy	356 +2	+0.6%	+$86	0.01%	234
2021 Q3	$14K	Buy	354 +2	+0.6%	+$83	﹤0.01%	246
2021 Q2	$14K	Buy	352 +2	+0.6%	+$84	0.01%	239
2021 Q1	$14K	Hold	350	–	–	0.01%	226
2020 Q4	$13K	Buy	350 +2	+0.6%	+$68	0.01%	206
2020 Q3	$11K	Buy	348 +2	+0.6%	+$62	﹤0.01%	202
2020 Q2	$10K	Buy	346 +2	+0.6%	+$53	﹤0.01%	201
2020 Q1	$8K	Buy	344 +2	+0.6%	+$55	﹤0.01%	192
2019 Q4	$10K	Buy	342 +2	+0.6%	+$59	﹤0.01%	208
2019 Q3	$10K	Sell	340 -180	-35%	-$5.19K	0.01%	198
2019 Q2	$15K	Buy	520 +4	+0.8%	+$113	0.01%	177
2019 Q1	$14K	Sell	516 -628	-55%	-$16.9K	0.01%	177
2018 Q4	$29K	Sell	1,144 -137,814	-99%	-$3.68M	0.02%	127
2018 Q3	$4.03M	Buy	138,958 +1,294	+0.9%	+$38.2K	2.02%	20
2018 Q2	$4M	Buy	137,664 +1,454	+1%	+$42.6K	2.15%	21
2018 Q1	$3.88M	Buy	136,210 +11,692	+9%	+$354K	2.27%	19
2017 Q4	$3.77M	Buy	124,518 +7,994	+7%	+$235K	2.27%	18
2017 Q3	$3.31M	Sell	116,524 -4,776	-4%	-$131K	2.15%	19
2017 Q2	$3.26M	Sell	121,300 -1,622	-1%	-$43.1K	2.05%	19
2017 Q1	$3.22M	Buy	122,922 +8,534	+7%	+$222K	2.04%	19
2016 Q4	$2.84M	Buy	114,388 +114,324	+178,631%	+$2.77M	1.96%	18
2016 Q3	$2K	Sell	64 -74	-54%	-$1.78K	﹤0.01%	245
2016 Q2	$3K	Buy	138 +14	+11%	+$326	﹤0.01%	214
2016 Q1	$3K	Sell	124 -2	-2%	-$41	﹤0.01%	181
2015 Q4	$3K	Buy	126 +28	+29%	+$622	﹤0.01%	201
2015 Q3	$2K	Sell	98 -1,166	-92%	-$25.9K	﹤0.01%	204
2015 Q2	$31K	Buy	+1,264	New	+$31.8K	0.02%	127
2014 Q4	–	Sell	-21,134	Closed	-$524K	–	181
2014 Q3	$524K	Sell	21,134 -73,748	-78%	-$1.84M	0.34%	47
2014 Q2	$2.35M	Buy	94,882 +1,738	+2%	+$41.9K	1.38%	22
2014 Q1	$2.2M	Buy	+93,144	New	+$2.14M	1.39%	22