Brown Miller Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-8,332
Closed -$336K – 128
2023
Q1
$336K Buy
+8,332
New +$337K 0.2% 92
2022
Q3
– Sell
-8,518
Closed -$313K – 124
2022
Q2
$313K Buy
8,518
+6
+0.1% +$251 0.21% 91
2022
Q1
$375K Buy
8,512
+500
+6% +$21.3K 0.22% 81
2021
Q4
$363K Sell
8,012
-382
-5% -$16.5K 0.21% 87
2021
Q3
$332K Sell
8,394
-8,678
-51% -$361K 0.21% 89
2021
Q2
$702K Buy
17,072
+2,390
+16% +$101K 0.45% 55
2021
Q1
$579K Buy
14,682
+4,102
+39% +$155K 0.41% 56
2020
Q4
$383K Buy
+10,580
New +$362K 0.29% 75

Other funds holding XLB

Brown Miller Wealth Management's XLB Position: Q2 2023 in Review

Brown Miller Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2023, closing a stake of 8,332 shares — an estimated $336K sold.

Brown Miller Wealth Management first reported a position in XLB in Q4 2020 and held it in 8 quarters. The position peaked at $702K in Q2 2021. 740 funds tracked by Wall St. Rank hold XLB as of Q2 2023.

  • Brown Miller Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Brown Miller Wealth Management sold 8,332 State Street Materials Select Sector SPDR ETF shares in Q2 2023, an estimated $336K.
  • Brown Miller Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and held it in 8 quarters.
  • Brown Miller Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $702K in Q2 2021.
  • 740 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2023.

Based on Brown Miller Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.