Acima Private Wealth’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Acima Private Wealth’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
2020 Q1	–	Sell	-3,442	Closed	-$106K	–	294
2019 Q4	$106K	Buy	3,442 +186	+6%	+$5.5K	0.07%	160
2019 Q3	$94K	Hold	3,256	–	–	0.07%	162
2019 Q2	$95K	Hold	3,256	–	–	0.07%	155
2019 Q1	$90K	Hold	3,256	–	–	0.08%	153
2018 Q4	$82K	Buy	+3,256	New	+$86.8K	0.08%	155

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acima Private Wealth's XLB Position: Q1 2020 in Review

Acima Private Wealth sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2020, closing a stake of 3,442 shares — an estimated $106K sold.

Acima Private Wealth first reported a position in XLB in Q4 2018 and held it in 5 quarters. The position peaked at $106K in Q4 2019. 409 funds tracked by Wall St. Rank hold XLB as of Q1 2020.

Acima Private Wealth reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Acima Private Wealth sold 3,442 State Street Materials Select Sector SPDR ETF shares in Q1 2020, an estimated $106K.
Acima Private Wealth first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2018 and held it in 5 quarters.
Acima Private Wealth's State Street Materials Select Sector SPDR ETF position peaked at $106K in Q4 2019.
409 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2020.

Based on Acima Private Wealth's 13F filing for Q1 2020, filed 1 May 2020.