Empirical 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
2022
Q2
Sell
-5,016
Closed -$221K 540
2022
Q1
$221K Buy
5,016
+120
+2% +$5.12K 0.01% 458
2021
Q4
$222K Buy
+4,896
New +$211K 0.01% 478
2021
Q3
Sell
-8,482
Closed -$349K 487
2021
Q2
$349K Buy
+8,482
New +$357K 0.02% 348

Other funds holding XLB

Empirical Wealth Management's XLB Position: Q2 2022 in Review

Empirical Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2022, closing a stake of 5,016 shares — an estimated $221K sold.

Empirical Wealth Management first reported a position in XLB in Q2 2021 and held it in 3 quarters. The position peaked at $349K in Q2 2021. 766 funds tracked by Wall St. Rank hold XLB as of Q2 2022.

  • Empirical Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Empirical Wealth Management sold 5,016 State Street Materials Select Sector SPDR ETF shares in Q2 2022, an estimated $221K.
  • Empirical Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and held it in 3 quarters.
  • Empirical Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $349K in Q2 2021.
  • 766 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2022.

Based on Empirical Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.