Ahrens Investment Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$18.8K	Buy	+468	New	+$18.9K	0.01%	477
2022 Q3	–	Sell	-464	Closed	-$17K	–	933
2022 Q2	$17K	Buy	464 +2	+0.4%	+$84	0.01%	538
2022 Q1	$20K	Hold	462	–	–	0.01%	586
2021 Q4	$21K	Buy	+462	New	+$20K	0.01%	572

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Ahrens Investment Partners's XLB Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q1 2023: 468 shares worth $18.8K. The stake represents 0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in XLB as recently as Q2 2022.

Ahrens Investment Partners first reported a position in XLB in Q4 2021 and has held it in 4 quarters since. The position peaked at $21K in Q4 2021. 752 funds tracked by Wall St. Rank hold XLB as of Q1 2023.

Ahrens Investment Partners held 468 shares of State Street Materials Select Sector SPDR ETF worth $18.8K as of Q1 2023.
State Street Materials Select Sector SPDR ETF was a new Ahrens Investment Partners position in Q1 2023.
State Street Materials Select Sector SPDR ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #477 holding.
Ahrens Investment Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's State Street Materials Select Sector SPDR ETF position peaked at $21K in Q4 2021.
752 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.