Bel Air Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bel Air Investment 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
2021 Q2	$3.7M	Buy	89,952 +24,040	+36%	+$1.01M	0.11%	92
2021 Q1	$2.6M	Buy	+65,912	New	+$2.49M	0.08%	116

Other funds holding XLB

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Bel Air Investment Advisors's XLB Position: Q2 2021 in Review

Bel Air Investment Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 36% in Q2 2021, buying an estimated $1.01M and bringing the position to 89,952 shares worth $3.7M. The position accounts for 0.11% of the portfolio, ranked #92.

Bel Air Investment Advisors first reported a position in XLB in Q1 2021 and has held it in 2 quarters since. 786 funds tracked by Wall St. Rank hold XLB as of Q2 2021.

Bel Air Investment Advisors held 89,952 shares of State Street Materials Select Sector SPDR ETF worth $3.7M as of Q2 2021.
Bel Air Investment Advisors bought 24,040 State Street Materials Select Sector SPDR ETF shares in Q2 2021, an estimated $1.01M.
State Street Materials Select Sector SPDR ETF made up 0.11% of Bel Air Investment Advisors's portfolio in Q2 2021, its #92 holding.
Bel Air Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2021 and has held it in 2 quarters since.
786 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.