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

Chicago 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
2023 Q2	–	Sell	-115,538	Closed	-$4.66M	–	48
2023 Q1	$4.66M	Buy	+115,538	New	+$4.68M	3.7%	12

Other funds holding XLB

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Chicago Wealth Management's XLB Position: Q2 2023 in Review

Chicago Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2023, closing a stake of 115,538 shares — an estimated $4.66M sold.

Chicago Wealth Management first reported a position in XLB in Q1 2023 and held it in 1 quarter. The position peaked at $4.66M in Q1 2023. 739 funds tracked by Wall St. Rank hold XLB as of Q2 2023.

Chicago Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Chicago Wealth Management sold 115,538 State Street Materials Select Sector SPDR ETF shares in Q2 2023, an estimated $4.66M.
Chicago Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
Chicago Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $4.66M in Q1 2023.
739 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2023.

Based on Chicago Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.