Axim Planning & Wealth’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Axim Planning & Wealth’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 Q4	–	Sell	-698	Closed	-$24K	–	164
2022 Q3	$24K	Buy	698 +678	+3,390%	+$25.5K	0.02%	77
2022 Q2	$1K	Buy	+20	New	+$837	﹤0.01%	142

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Axim Planning & Wealth's XLB Position: Q4 2022 in Review

Axim Planning & Wealth sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2022, closing a stake of 698 shares — an estimated $24K sold.

Axim Planning & Wealth first reported a position in XLB in Q2 2022 and held it in 2 quarters. The position peaked at $24K in Q3 2022. 749 funds tracked by Wall St. Rank hold XLB as of Q4 2022.

Axim Planning & Wealth reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 698 State Street Materials Select Sector SPDR ETF shares in Q4 2022, an estimated $24K.
Axim Planning & Wealth first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's State Street Materials Select Sector SPDR ETF position peaked at $24K in Q3 2022.
749 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.