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

Bernardo Wealth Planning’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
Q1 		– Sell
-12,922
Closed -$467K – 161
2020
Q4 		$467K Buy
12,922
+3,276
+34% +$112K 0.18% 101
2020
Q3 		$306K Buy
9,646
+794
+9% +$24.7K 0.14% 119
2020
Q2 		$249K Buy
+8,852
New +$233K 0.13% 120
2020
Q1 		– Sell
-7,458
Closed -$229K – 168
2019
Q4 		$229K Sell
7,458
-110
-1% -$3.25K 0.14% 149
2019
Q3 		$220K Sell
7,568
-130
-2% -$3.75K 0.16% 136
2019
Q2 		$225K Buy
7,698
+288
+4% +$8.12K 0.18% 129
2019
Q1 		$206K Buy
+7,410
New +$200K 0.16% 139

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return