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

Collaborative 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
2021 Q4	$320K	Buy	+7,056	New	+$305K	0.18%	158
2021 Q1	$314K	Buy	+7,128	New	+$269K	0.18%	151

Other funds holding XLB

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

Collaborative Wealth Management's XLB Position: Q4 2021 in Review

Collaborative Wealth Management opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q4 2021: 7,056 shares worth $320K. The stake represents 0.18% of the portfolio and ranks #158 among its holdings. This is a return to the name: Collaborative Wealth Management previously reported a position in XLB as recently as Q1 2021.

Collaborative Wealth Management first reported a position in XLB in Q1 2021 and has held it in 2 quarters since. 828 funds tracked by Wall St. Rank hold XLB as of Q4 2021.

Collaborative Wealth Management held 7,056 shares of State Street Materials Select Sector SPDR ETF worth $320K as of Q4 2021.
State Street Materials Select Sector SPDR ETF was a new Collaborative Wealth Management position in Q4 2021.
State Street Materials Select Sector SPDR ETF made up 0.18% of Collaborative Wealth Management's portfolio in Q4 2021, its #158 holding.
Collaborative Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2021 and has held it in 2 quarters since.
828 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2021.

Based on Collaborative Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.