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

Executive Wealth Management’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
2019 Q3	–	Sell	-100	Closed	-$3K	–	821
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	780
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	712
2018 Q4	$3K	Buy	+100	New	+$2.67K	﹤0.01%	747

Other funds holding XLB

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Executive Wealth Management's XLB Position: Q3 2019 in Review

Executive Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2019, closing a stake of 100 shares — an estimated $3K sold.

Executive Wealth Management first reported a position in XLB in Q4 2018 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 445 funds tracked by Wall St. Rank hold XLB as of Q3 2019.

Executive Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 100 State Street Materials Select Sector SPDR ETF shares in Q3 2019, an estimated $3K.
Executive Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $3K in Q2 2019.
445 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.