Comprehensive Financial Consultants Institutional’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-3,606	Closed	-$152K	–	504
2021 Q4	$152K	Buy	+3,606	New	+$156K	0.1%	173

Other funds holding XLB

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

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

Comprehensive Financial Consultants Institutional's XLB Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2022, closing a stake of 3,606 shares — an estimated $152K sold.

Comprehensive Financial Consultants Institutional first reported a position in XLB in Q4 2021 and held it in 1 quarter. The position peaked at $152K in Q4 2021. 790 funds tracked by Wall St. Rank hold XLB as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 3,606 State Street Materials Select Sector SPDR ETF shares in Q1 2022, an estimated $152K.
Comprehensive Financial Consultants Institutional first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's State Street Materials Select Sector SPDR ETF position peaked at $152K in Q4 2021.
790 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.