Centerpoint Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Centerpoint Advisors’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
2023 Q1	–	Sell	-6	Closed	–	–	665
2022 Q4	$0	Sell	6 -4	-40%	-$154	﹤0.01%	528
2022 Q3	$0	Hold	10	–	–	﹤0.01%	425
2022 Q2	$0	Hold	10	–	–	﹤0.01%	450
2022 Q1	$0	Hold	10	–	–	﹤0.01%	474
2021 Q4	$0	Hold	10	–	–	﹤0.01%	471
2021 Q3	$0	Buy	+10	New	+$416	﹤0.01%	320

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

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Centerpoint Advisors's XLB Position: Q1 2023 in Review

Centerpoint Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2023, closing a stake of 6 shares.

Centerpoint Advisors first reported a position in XLB in Q3 2021 and held it in 6 quarters. The position peaked at $0 in Q4 2022. 752 funds tracked by Wall St. Rank hold XLB as of Q1 2023.

Centerpoint Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Centerpoint Advisors sold 6 State Street Materials Select Sector SPDR ETF shares in Q1 2023.
Centerpoint Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2021 and held it in 6 quarters.
Centerpoint Advisors's State Street Materials Select Sector SPDR ETF position peaked at $0 in Q4 2022.
752 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2023.

Based on Centerpoint Advisors's 13F filing for Q1 2023, filed 3 May 2023.