Buckingham Strategic Wealth’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$350K	Sell	7,918 -186	-2%	-$8.41K	﹤0.01%	559
2024 Q1	$376K	Sell	8,104 -54	-0.7%	-$2.32K	﹤0.01%	532
2023 Q4	$349K	Sell	8,158 -1,438	-15%	-$57.5K	﹤0.01%	530
2023 Q3	$377K	Sell	9,596 -68	-0.7%	-$2.79K	0.01%	486
2023 Q2	$400K	Sell	9,664 -924	-9%	-$36.7K	0.01%	474
2023 Q1	$411K	Hold	10,588	–	–	0.01%	424
2022 Q4	$411K	Sell	10,588 -260	-2%	-$9.98K	0.01%	426
2022 Q3	$369K	Buy	10,848 +82	+0.8%	+$3.08K	0.01%	426
2022 Q2	$396K	Buy	10,766 +230	+2%	+$9.62K	0.01%	416
2022 Q1	$464K	Buy	10,536 +12	+0.1%	+$512	0.01%	379
2021 Q4	$477K	Sell	10,524 -154	-1%	-$6.65K	0.01%	376
2021 Q3	$422K	Sell	10,678 -242	-2%	-$10.1K	0.01%	396
2021 Q2	$449K	Buy	10,920 +38	+0.3%	+$1.6K	0.01%	385
2021 Q1	$429K	Buy	10,882 +1,068	+11%	+$40.3K	0.02%	362
2020 Q4	$355K	Sell	9,814 -200	-2%	-$6.85K	0.02%	384
2020 Q3	$319K	Sell	10,014 -1,862	-16%	-$57.8K	0.02%	358
2020 Q2	$335K	Sell	11,876 -2,978	-20%	-$78.4K	0.03%	293
2020 Q1	$335K	Sell	14,854 -498	-3%	-$13.7K	0.03%	321
2019 Q4	$471K	Sell	15,352 -392	-2%	-$11.6K	0.05%	259
2019 Q3	$458K	Sell	15,744 -4,024	-20%	-$116K	0.05%	249
2019 Q2	$578K	Sell	19,768 -4,424	-18%	-$125K	0.06%	222
2019 Q1	$671K	Sell	24,192 -3,102	-11%	-$83.6K	0.08%	180
2018 Q4	$689K	Hold	27,294	–	–	0.11%	153
2018 Q3	$791K	Sell	27,294 -5,994	-18%	-$177K	0.12%	140
2018 Q2	$967K	Sell	33,288 -6,396	-16%	-$187K	0.16%	122
2018 Q1	$1.13M	Buy	39,684 +2,088	+6%	+$63.3K	0.22%	99
2017 Q4	$1.14M	Sell	37,596 -3,116	-8%	-$91.7K	0.24%	89
2017 Q3	$1.16M	Sell	40,712 -4,064	-9%	-$112K	0.27%	81
2017 Q2	$1.21M	Buy	+44,776	New	+$1.19M	0.28%	85

Other funds holding XLB

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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

Buckingham Strategic Wealth's XLB Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 2.3% in Q2 2024, selling an estimated $8.41K and leaving 7,918 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Buckingham Strategic Wealth first reported a position in XLB in Q2 2017 and has held it in 29 quarters since. The position peaked at $1.21M in Q2 2017. 796 funds tracked by Wall St. Rank hold XLB as of Q2 2024.

Buckingham Strategic Wealth held 7,918 shares of State Street Materials Select Sector SPDR ETF worth $350K as of Q2 2024.
Buckingham Strategic Wealth sold 186 State Street Materials Select Sector SPDR ETF shares in Q2 2024, an estimated $8.41K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #559 holding.
Buckingham Strategic Wealth first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2017 and has held it in 29 quarters since.
Buckingham Strategic Wealth's State Street Materials Select Sector SPDR ETF position peaked at $1.21M in Q2 2017.
796 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.