ATFA
XLB icon

All Terrain Financial Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

All Terrain Financial Advisors’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 		– Sell
-1,800
Closed -$78.7K – 92
2022
Q4 		$78.7K Hold
1,800
– – 0.04% 84
2022
Q3 		$65K Hold
1,800
– – 0.03% 78
2022
Q2 		$64K Sell
1,800
-17,400
-91% -$728K 0.03% 84
2022
Q1 		$728K Buy
19,200
+1,800
+10% +$76.8K 0.33% 43
2021
Q4 		$530K Hold
17,400
– – 0.23% 46
2021
Q3 		$487K Hold
17,400
– – 0.22% 49
2021
Q2 		$495K Buy
+17,400
New +$733K 0.24% 51
2018
Q2 		– Sell
-2,000
Closed -$67K – 263
2018
Q1 		$67K Buy
+2,000
New +$60.6K 0.03% 207

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return