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AG
Advisor Group’s
State Street Materials Select Sector SPDR ETF
XLB
Stock Holding History
Advisor Group’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
2019
Q4
$2.16M
Sell
70,364
-5,046
-7%
-$149K
0.02%
775
2019
Q3
$2.19M
Sell
75,410
-33,312
-31%
-$960K
0.02%
722
2019
Q2
$3.18M
Sell
108,722
-302
-0.3%
-$8.52K
0.02%
570
2019
Q1
$3.03M
Buy
109,024
+49,040
+82%
+$1.32M
0.02%
549
2018
Q4
$1.52M
Sell
59,984
-7,682
-11%
-$205K
0.01%
743
2018
Q3
$1.96M
Buy
67,666
+13,000
+24%
+$384K
0.02%
647
2018
Q2
$1.59M
Sell
54,666
-106,458
-66%
-$3.12M
0.02%
638
2018
Q1
$4.59M
Sell
161,124
-111,454
-41%
-$3.38M
0.06%
270
2017
Q4
$8.25M
Buy
272,578
+198,208
+267%
+$5.83M
0.11%
170
2017
Q3
$2.11M
Sell
74,370
-51,070
-41%
-$1.41M
0.03%
480
2017
Q2
$3.38M
Sell
125,440
-121,010
-49%
-$3.21M
0.06%
319
2017
Q1
$6.46M
Buy
246,450
+12,476
+5%
+$324K
0.13%
173
2016
Q4
$5.81M
Buy
233,974
+62,792
+37%
+$1.52M
0.13%
170
2016
Q3
$4.09M
Buy
171,182
+67,876
+66%
+$1.63M
0.1%
224
2016
Q2
$2.39M
Buy
+103,306
New
+$2.4M
0.06%
328
Other funds holding XLB
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$1.86B AUM
15.66%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
CWM
CIBC World Markets
New York
$19.9B AUM
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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