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

Clearview Wealth 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
2024 Q2	–	Sell	-5,174	Closed	-$240K	–	120
2024 Q1	$240K	Buy	+5,174	New	+$223K	0.25%	96
2023 Q4	–	Sell	-14,430	Closed	-$567K	–	135
2023 Q3	$567K	Buy	14,430 +14,396	+42,341%	+$591K	0.7%	54
2023 Q2	$1.41K	Sell	34 -14,062	-100%	-$559K	﹤0.01%	563
2023 Q1	$569K	Buy	+14,096	New	+$571K	0.58%	54

Other funds holding XLB

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

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

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

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

Clearview Wealth Advisors's XLB Position: Q2 2024 in Review

Clearview Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2024, closing a stake of 5,174 shares — an estimated $240K sold.

Clearview Wealth Advisors first reported a position in XLB in Q1 2023 and held it in 4 quarters. The position peaked at $569K in Q1 2023. 797 funds tracked by Wall St. Rank hold XLB as of Q2 2024.

Clearview Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Clearview Wealth Advisors sold 5,174 State Street Materials Select Sector SPDR ETF shares in Q2 2024, an estimated $240K.
Clearview Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2023 and held it in 4 quarters.
Clearview Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $569K in Q1 2023.
797 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2024.

Based on Clearview Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.