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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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.