Better Money Decisions’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-1,900	Closed	-$70K	–	456
2022 Q2	$70K	Buy	+1,900	New	+$79.5K	0.06%	117
2021 Q4	–	Sell	-1,900	Closed	-$75K	–	590
2021 Q3	$75K	Hold	1,900	–	–	0.06%	132
2021 Q2	$78K	Hold	1,900	–	–	0.07%	118
2021 Q1	$75K	Buy	+1,900	New	+$71.7K	0.08%	105

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

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

Better Money Decisions's XLB Position: Q3 2022 in Review

Better Money Decisions sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2022, closing a stake of 1,900 shares — an estimated $70K sold.

Better Money Decisions first reported a position in XLB in Q1 2021 and held it in 4 quarters. The position peaked at $78K in Q2 2021. 690 funds tracked by Wall St. Rank hold XLB as of Q3 2022.

Better Money Decisions reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 1,900 State Street Materials Select Sector SPDR ETF shares in Q3 2022, an estimated $70K.
Better Money Decisions first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2021 and held it in 4 quarters.
Better Money Decisions's State Street Materials Select Sector SPDR ETF position peaked at $78K in Q2 2021.
690 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.