Carmichael Hill & Associates’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Carmichael Hill & Associates’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
2022 Q4	–	Sell	-142	Closed	-$5K	–	854
2022 Q3	$5K	Hold	142	–	–	﹤0.01%	674
2022 Q2	$5K	Buy	+142	New	+$5.94K	﹤0.01%	669

Other funds holding XLB

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

Carmichael Hill & Associates's XLB Position: Q4 2022 in Review

Carmichael Hill & Associates sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2022, closing a stake of 142 shares — an estimated $5K sold.

Carmichael Hill & Associates first reported a position in XLB in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 749 funds tracked by Wall St. Rank hold XLB as of Q4 2022.

Carmichael Hill & Associates reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Carmichael Hill & Associates sold 142 State Street Materials Select Sector SPDR ETF shares in Q4 2022, an estimated $5K.
Carmichael Hill & Associates first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
Carmichael Hill & Associates's State Street Materials Select Sector SPDR ETF position peaked at $5K in Q3 2022.
749 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2022.

Based on Carmichael Hill & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.