Avantax Planning Partners’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
2018
Q4
Sell
-772
Closed -$22K 1214
2018
Q3
$22K Buy
+772
New +$22.8K ﹤0.01% 677
2018
Q2
Sell
-684
Closed -$19K 1509
2018
Q1
$19K Buy
+684
New +$20.7K ﹤0.01% 799

Other funds holding XLB

Avantax Planning Partners's XLB Position: Q4 2018 in Review

Avantax Planning Partners sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2018, closing a stake of 772 shares — an estimated $22K sold.

Avantax Planning Partners first reported a position in XLB in Q1 2018 and held it in 2 quarters. The position peaked at $22K in Q3 2018. 458 funds tracked by Wall St. Rank hold XLB as of Q4 2018.

  • Avantax Planning Partners reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 772 State Street Materials Select Sector SPDR ETF shares in Q4 2018, an estimated $22K.
  • Avantax Planning Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's State Street Materials Select Sector SPDR ETF position peaked at $22K in Q3 2018.
  • 458 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.