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

Advocacy Wealth Management 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
2022 Q4	–	Sell	-254	Closed	-$9K	–	138
2022 Q3	$9K	Sell	254 -66	-21%	-$2.48K	﹤0.01%	100
2022 Q2	$12K	Sell	320 -600	-65%	-$25.1K	﹤0.01%	96
2022 Q1	$41K	Sell	920 -214,032	-100%	-$9.13M	0.01%	54
2021 Q4	$9.74M	Buy	214,952 +11,672	+6%	+$504K	1.63%	11
2021 Q3	$8.04M	Buy	203,280 +12,120	+6%	+$504K	1.45%	12
2021 Q2	$7.87M	Buy	191,160 +87,224	+84%	+$3.67M	1.46%	12
2021 Q1	$4.13M	Buy	103,936 +103,682	+40,820%	+$3.91M	0.83%	21
2020 Q4	$9K	Hold	254	–	–	﹤0.01%	119
2020 Q3	$8K	Hold	254	–	–	﹤0.01%	118
2020 Q2	$7K	Buy	+254	New	+$6.68K	﹤0.01%	116
2016 Q2	–	Sell	-3,000	Closed	-$67K	–	466
2016 Q1	$67K	Hold	3,000	–	–	0.05%	160
2015 Q4	$65K	Buy	+3,000	New	+$66.6K	0.07%	145

Other funds holding XLB

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Advocacy Wealth Management Services's XLB Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2022, closing a stake of 254 shares — an estimated $9K sold.

Advocacy Wealth Management Services first reported a position in XLB in Q4 2015 and held it in 12 quarters. The position peaked at $9.74M in Q4 2021. 749 funds tracked by Wall St. Rank hold XLB as of Q4 2022.

Advocacy Wealth Management Services reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 254 State Street Materials Select Sector SPDR ETF shares in Q4 2022, an estimated $9K.
Advocacy Wealth Management Services first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2015 and held it in 12 quarters.
Advocacy Wealth Management Services's State Street Materials Select Sector SPDR ETF position peaked at $9.74M in Q4 2021.
749 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.