Capital Advisors 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
2022
Q2
Sell
-9,712
Closed -$428K 130
2022
Q1
$428K Sell
9,712
-300
-3% -$12.8K 0.13% 79
2021
Q4
$454K Buy
+10,012
New +$432K 0.14% 73

Other funds holding XLB

Capital Advisors Wealth Management's XLB Position: Q2 2022 in Review

Capital Advisors Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2022, closing a stake of 9,712 shares — an estimated $428K sold.

Capital Advisors Wealth Management first reported a position in XLB in Q4 2021 and held it in 2 quarters. The position peaked at $454K in Q4 2021. 767 funds tracked by Wall St. Rank hold XLB as of Q2 2022.

  • Capital Advisors Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 9,712 State Street Materials Select Sector SPDR ETF shares in Q2 2022, an estimated $428K.
  • Capital Advisors Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • Capital Advisors Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $454K in Q4 2021.
  • 767 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2022.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.