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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-2,028
Closed -$31K 941
2016
Q3
$31K Buy
+2,028
New +$48.8K ﹤0.01% 866

Other funds holding XLB

Concert Wealth Management's XLB Position: Q1 2017 in Review

Concert Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2017, closing a stake of 12,114 shares — an estimated $300K sold.

Concert Wealth Management first reported a position in XLB in Q2 2013 and held it in 14 quarters. The position peaked at $1.15M in Q3 2016. 406 funds tracked by Wall St. Rank hold XLB as of Q1 2017.

  • Concert Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
  • Concert Wealth Management sold 12,114 State Street Materials Select Sector SPDR ETF shares in Q1 2017, an estimated $300K.
  • Concert Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2013 and held it in 14 quarters.
  • Concert Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $1.15M in Q3 2016.
  • 406 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2017.

Based on Concert Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.