American Institute for Advanced Investment Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

American Institute for Advanced Investment 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 Q3	–	Sell	-17,368	Closed	-$639K	–	113
2022 Q2	$639K	Sell	17,368 -446	-3%	-$18.7K	0.56%	52
2022 Q1	$785K	Sell	17,814 -1,470	-8%	-$62.7K	0.57%	54
2021 Q4	$874K	Sell	19,284 -188	-1%	-$8.12K	0.59%	49
2021 Q3	$770K	Buy	19,472 +5,852	+43%	+$243K	0.55%	53
2021 Q2	$561K	Buy	+13,620	New	+$574K	0.4%	66

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

American Institute for Advanced Investment Management's XLB Position: Q3 2022 in Review

American Institute for Advanced Investment Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2022, closing a stake of 17,368 shares — an estimated $639K sold.

American Institute for Advanced Investment Management first reported a position in XLB in Q2 2021 and held it in 5 quarters. The position peaked at $874K in Q4 2021. 691 funds tracked by Wall St. Rank hold XLB as of Q3 2022.

American Institute for Advanced Investment Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
American Institute for Advanced Investment Management sold 17,368 State Street Materials Select Sector SPDR ETF shares in Q3 2022, an estimated $639K.
American Institute for Advanced Investment Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and held it in 5 quarters.
American Institute for Advanced Investment Management's State Street Materials Select Sector SPDR ETF position peaked at $874K in Q4 2021.
691 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2022.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2022, filed 25 Oct 2022.