Evelyn V. Moreno’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
2023
Q4
Sell
-67,478
Closed -$2.65M 150
2023
Q3
$2.65M Sell
67,478
-75,938
-53% -$3.12M 0.58% 52
2023
Q2
$5.94M Buy
143,416
+3,482
+2% +$138K 1.27% 30
2023
Q1
$5.64M Buy
139,934
+14,504
+12% +$587K 1.28% 33
2022
Q4
$4.87M Buy
125,430
+59,854
+91% +$2.3M 1.13% 35
2022
Q3
$2.23M Buy
+65,576
New +$2.47M 1.01% 39

Other funds holding XLB

Evelyn V. Moreno's XLB Position: Q4 2023 in Review

Evelyn V. Moreno sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2023, closing a stake of 67,478 shares — an estimated $2.65M sold.

Evelyn V. Moreno first reported a position in XLB in Q3 2022 and held it in 5 quarters. The position peaked at $5.94M in Q2 2023. 797 funds tracked by Wall St. Rank hold XLB as of Q4 2023.

  • Evelyn V. Moreno reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Evelyn V. Moreno sold 67,478 State Street Materials Select Sector SPDR ETF shares in Q4 2023, an estimated $2.65M.
  • Evelyn V. Moreno first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2022 and held it in 5 quarters.
  • Evelyn V. Moreno's State Street Materials Select Sector SPDR ETF position peaked at $5.94M in Q2 2023.
  • 797 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.