Destination 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
2018
Q4
Sell
-500
Closed -$14K 714
2018
Q3
$14K Hold
500
﹤0.01% 435
2018
Q2
$15K Hold
500
﹤0.01% 364
2018
Q1
$14K Buy
+500
New +$15.2K ﹤0.01% 369

Other funds holding XLB

Destination Wealth Management's XLB Position: Q4 2018 in Review

Destination Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2018, closing a stake of 500 shares — an estimated $14K sold.

Destination Wealth Management first reported a position in XLB in Q1 2018 and held it in 3 quarters. The position peaked at $15K in Q2 2018. 458 funds tracked by Wall St. Rank hold XLB as of Q4 2018.

  • Destination Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 500 State Street Materials Select Sector SPDR ETF shares in Q4 2018, an estimated $14K.
  • Destination Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2018 and held it in 3 quarters.
  • Destination Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $15K in Q2 2018.
  • 458 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.