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

Align Wealth Management’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	$12.8K	Buy	+376	New	+$14.4K	0.01%	125

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

Align Wealth Management's XLB Position: Q4 2022 in Review

Align Wealth Management opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q4 2022: 376 shares worth $12.8K. The stake represents 0.01% of the portfolio and ranks #125 among its holdings.

749 funds tracked by Wall St. Rank hold XLB as of Q4 2022.

Align Wealth Management held 376 shares of State Street Materials Select Sector SPDR ETF worth $12.8K as of Q4 2022.
State Street Materials Select Sector SPDR ETF was a new Align Wealth Management position in Q4 2022.
State Street Materials Select Sector SPDR ETF made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #125 holding.
749 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.