Amplius Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-334
Closed -$15K 933
2021
Q4
$15K Buy
+334
New +$14.4K ﹤0.01% 527

Other funds holding XLB

Amplius Wealth Advisors's XLB Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2022, closing a stake of 334 shares — an estimated $15K sold.

Amplius Wealth Advisors first reported a position in XLB in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 790 funds tracked by Wall St. Rank hold XLB as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 334 State Street Materials Select Sector SPDR ETF shares in Q1 2022, an estimated $15K.
  • Amplius Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $15K in Q4 2021.
  • 790 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.