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

Aprio 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
2020 Q4	$2.48M	Buy	+68,604	New	+$2.35M	1.64%	13

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

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

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

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

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

Aprio Wealth Management's XLB Position: Q4 2020 in Review

Aprio Wealth Management opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q4 2020: 68,604 shares worth $2.48M. The stake represents 1.64% of the portfolio and ranks #13 among its holdings.

634 funds tracked by Wall St. Rank hold XLB as of Q4 2020.

Aprio Wealth Management held 68,604 shares of State Street Materials Select Sector SPDR ETF worth $2.48M as of Q4 2020.
State Street Materials Select Sector SPDR ETF was a new Aprio Wealth Management position in Q4 2020.
State Street Materials Select Sector SPDR ETF made up 1.64% of Aprio Wealth Management's portfolio in Q4 2020, its #13 holding.
634 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2020.

Based on Aprio Wealth Management's 13F filing for Q4 2020, filed 11 Jan 2021.