Accurate Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-122
Closed -$4.98K 1489
2022
Q4
$4.98K Buy
+122
New +$4.68K ﹤0.01% 1018
2021
Q4
Sell
-30,522
Closed -$1.21M 142
2021
Q3
$1.21M Buy
+30,522
New +$1.27M 1.05% 15

Other funds holding XLB

Accurate Wealth Management's XLB Position: Q1 2023 in Review

Accurate Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2023, closing a stake of 122 shares — an estimated $4.98K sold.

Accurate Wealth Management first reported a position in XLB in Q3 2021 and held it in 2 quarters. The position peaked at $1.21M in Q3 2021. 752 funds tracked by Wall St. Rank hold XLB as of Q1 2023.

  • Accurate Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 122 State Street Materials Select Sector SPDR ETF shares in Q1 2023, an estimated $4.98K.
  • Accurate Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2021 and held it in 2 quarters.
  • Accurate Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $1.21M in Q3 2021.
  • 752 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.