B.O.S.S. Retirement Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

B.O.S.S. Retirement Advisors’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
2024 Q4	–	Sell	-5,232	Closed	-$252K	–	299
2024 Q3	$252K	Buy	+5,232	New	+$239K	0.05%	188
2024 Q2	–	Sell	-5,556	Closed	-$238K	–	173
2024 Q1	$238K	Sell	5,556 -80	-1%	-$3.44K	0.09%	115
2023 Q4	$241K	Buy	5,636 +352	+7%	+$14.1K	0.05%	224
2023 Q3	$208K	Buy	+5,284	New	+$217K	0.04%	230
2023 Q2	–	Sell	-7,368	Closed	-$297K	–	275
2023 Q1	$297K	Sell	7,368 -2,790	-27%	-$113K	0.07%	193
2022 Q4	$395K	Buy	+10,158	New	+$390K	0.1%	175

Other funds holding XLB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

B.O.S.S. Retirement Advisors's XLB Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2024, closing a stake of 5,232 shares — an estimated $252K sold.

B.O.S.S. Retirement Advisors first reported a position in XLB in Q4 2022 and held it in 6 quarters. The position peaked at $395K in Q4 2022. 813 funds tracked by Wall St. Rank hold XLB as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 5,232 State Street Materials Select Sector SPDR ETF shares in Q4 2024, an estimated $252K.
B.O.S.S. Retirement Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and held it in 6 quarters.
B.O.S.S. Retirement Advisors's State Street Materials Select Sector SPDR ETF position peaked at $395K in Q4 2022.
813 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.