B. Riley Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

B. Riley 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
2022 Q2	$246	Buy	6,688 +1,374	+26%	+$57.5K	﹤0.01%	596
2022 Q1	$234K	Buy	5,314 +764	+17%	+$32.6K	0.02%	520
2021 Q4	$206K	Sell	4,550 -544	-11%	-$23.5K	0.01%	578
2021 Q3	$201K	Buy	5,094 +30	+0.6%	+$1.25K	0.02%	572
2021 Q2	$208K	Buy	+5,064	New	+$213K	0.02%	377
2016 Q1	$330K	Buy	+14,740	New	+$305K	0.49%	75
2015 Q4	–	Sell	-16,738	Closed	-$334K	–	170
2015 Q3	$334K	Sell	16,738 -5,406	-24%	-$120K	0.47%	77
2015 Q2	$535K	Buy	22,144 +2	+0%	+$50	0.43%	46
2015 Q1	$540K	Buy	22,142 +2	+0%	+$50	0.41%	55
2014 Q4	$537K	Buy	22,140 +12,586	+132%	+$304K	0.44%	48
2014 Q3	$236K	Sell	9,554 -24,784	-72%	-$619K	0.18%	161
2014 Q2	$852K	Buy	34,338 +11,648	+51%	+$281K	0.55%	31
2014 Q1	$536K	Buy	+22,690	New	+$522K	0.4%	49

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

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

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

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

B. Riley Wealth Management's XLB Position: Q2 2022 in Review

B. Riley Wealth Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 26% in Q2 2022, buying an estimated $57.5K and bringing the position to 6,688 shares worth $246. The position accounts for ﹤0.01% of the portfolio, ranked #596.

B. Riley Wealth Management first reported a position in XLB in Q1 2014 and has held it in 13 quarters since. The position peaked at $852K in Q2 2014. 767 funds tracked by Wall St. Rank hold XLB as of Q2 2022.

B. Riley Wealth Management held 6,688 shares of State Street Materials Select Sector SPDR ETF worth $246 as of Q2 2022.
B. Riley Wealth Management bought 1,374 State Street Materials Select Sector SPDR ETF shares in Q2 2022, an estimated $57.5K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #596 holding.
B. Riley Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2014 and has held it in 13 quarters since.
B. Riley Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $852K in Q2 2014.
767 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.