ARS 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
2017
Q3
– Sell
-17,936
Closed -$483K – 125
2017
Q2
$483K Buy
17,936
+726
+4% +$19.3K 0.2% 68
2017
Q1
$451K Buy
+17,210
New +$447K 0.19% 65

Other funds holding XLB

ARS Wealth Advisors's XLB Position: Q3 2017 in Review

ARS Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2017, closing a stake of 17,936 shares — an estimated $483K sold.

ARS Wealth Advisors first reported a position in XLB in Q1 2017 and held it in 2 quarters. The position peaked at $483K in Q2 2017. 409 funds tracked by Wall St. Rank hold XLB as of Q3 2017.

  • ARS Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
  • ARS Wealth Advisors sold 17,936 State Street Materials Select Sector SPDR ETF shares in Q3 2017, an estimated $483K.
  • ARS Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2017 and held it in 2 quarters.
  • ARS Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $483K in Q2 2017.
  • 409 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2017.

Based on ARS Wealth Advisors's 13F filing for Q3 2017, filed 11 Jun 2021.