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Advanced Research Investment Solutions’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Advanced Research Investment Solutions’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
2022
Q4 		– Sell
-450
Closed -$15K – 156
2022
Q3 		$15K Hold
450
– – 0.01% 115
2022
Q2 		$17K Sell
450
-480
-52% -$20.1K 0.01% 70
2022
Q1 		$41K Buy
+930
New +$39.7K 0.02% 79

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advanced Research Investment Solutions's XLB Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2022, closing a stake of 450 shares — an estimated $15K sold.

Advanced Research Investment Solutions first reported a position in XLB in Q1 2022 and held it in 3 quarters. The position peaked at $41K in Q1 2022. 749 funds tracked by Wall St. Rank hold XLB as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 450 State Street Materials Select Sector SPDR ETF shares in Q4 2022, an estimated $15K.
  • Advanced Research Investment Solutions first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
  • Advanced Research Investment Solutions's State Street Materials Select Sector SPDR ETF position peaked at $41K in Q1 2022.
  • 749 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.