Cedar Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Cedar Wealth Management’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 Q4	–	Sell	-350	Closed	-$16.9K	–	263
2024 Q3	$16.9K	Hold	350	–	–	0.01%	200
2024 Q2	$15.5K	Hold	350	–	–	0.01%	215
2024 Q1	$16.3K	Hold	350	–	–	0.01%	231
2023 Q4	$15K	Buy	+350	New	+$14K	0.01%	214
2022 Q2	–	Sell	-190	Closed	-$8K	–	378
2022 Q1	$8K	Hold	190	–	–	﹤0.01%	302
2021 Q4	$9K	Hold	190	–	–	﹤0.01%	291
2021 Q3	$8K	Hold	190	–	–	﹤0.01%	236
2021 Q2	$8K	Buy	+190	New	+$8K	﹤0.01%	239

Other funds holding XLB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Cedar Wealth Management's XLB Position: Q4 2024 in Review

Cedar Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2024, closing a stake of 350 shares — an estimated $16.9K sold.

Cedar Wealth Management first reported a position in XLB in Q2 2021 and held it in 8 quarters. The position peaked at $16.9K in Q3 2024. 814 funds tracked by Wall St. Rank hold XLB as of Q4 2024.

Cedar Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 350 State Street Materials Select Sector SPDR ETF shares in Q4 2024, an estimated $16.9K.
Cedar Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and held it in 8 quarters.
Cedar Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $16.9K in Q3 2024.
814 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.