Brendel Financial Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Brendel Financial 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 Q3	–	Sell	-118,606	Closed	-$4.88M	–	279
2021 Q2	$4.88M	Buy	+118,606	New	+$5M	2.69%	6

Other funds holding XLB

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

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

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

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

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

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Brendel Financial Advisors's XLB Position: Q3 2021 in Review

Brendel Financial Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2021, closing a stake of 118,606 shares — an estimated $4.88M sold.

Brendel Financial Advisors first reported a position in XLB in Q2 2021 and held it in 1 quarter. The position peaked at $4.88M in Q2 2021. 729 funds tracked by Wall St. Rank hold XLB as of Q3 2021.

Brendel Financial Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Brendel Financial Advisors sold 118,606 State Street Materials Select Sector SPDR ETF shares in Q3 2021, an estimated $4.88M.
Brendel Financial Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and held it in 1 quarter.
Brendel Financial Advisors's State Street Materials Select Sector SPDR ETF position peaked at $4.88M in Q2 2021.
729 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.