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Buck Wealth Strategies’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Buck Wealth Strategies’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
2023
Q4 		– Sell
-600
Closed -$23.6K – 347
2023
Q3 		$23.6K Buy
+600
New +$24.6K 0.01% 154

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Buck Wealth Strategies's XLB Position: Q4 2023 in Review

Buck Wealth Strategies sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2023, closing a stake of 600 shares — an estimated $23.6K sold.

Buck Wealth Strategies first reported a position in XLB in Q3 2023 and held it in 1 quarter. The position peaked at $23.6K in Q3 2023. 797 funds tracked by Wall St. Rank hold XLB as of Q4 2023.

  • Buck Wealth Strategies reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 600 State Street Materials Select Sector SPDR ETF shares in Q4 2023, an estimated $23.6K.
  • Buck Wealth Strategies first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's State Street Materials Select Sector SPDR ETF position peaked at $23.6K in Q3 2023.
  • 797 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.