Financial Management Professionals’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Financial Management Professionals’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
2023 Q2	–	Sell	-274	Closed	-$11K	–	1148
2023 Q1	$11K	Buy	274 +266	+3,325%	+$10.8K	﹤0.01%	550
2022 Q4	$0	Hold	8	–	–	﹤0.01%	1101
2022 Q3	$0	Hold	8	–	–	﹤0.01%	1134
2022 Q2	$0	Hold	8	–	–	﹤0.01%	1154
2022 Q1	$0	Hold	8	–	–	﹤0.01%	1168
2021 Q4	$0	Buy	+8	New	+$346	﹤0.01%	1110
2016 Q3	–	Sell	-16	Closed	–	–	428
2016 Q2	$0	Buy	+16	New	+$372	﹤0.01%	453

Other funds holding XLB

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Financial Management Professionals's XLB Position: Q2 2023 in Review

Financial Management Professionals sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2023, closing a stake of 274 shares — an estimated $11K sold.

Financial Management Professionals first reported a position in XLB in Q2 2016 and held it in 7 quarters. The position peaked at $11K in Q1 2023. 739 funds tracked by Wall St. Rank hold XLB as of Q2 2023.

Financial Management Professionals reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Financial Management Professionals sold 274 State Street Materials Select Sector SPDR ETF shares in Q2 2023, an estimated $11K.
Financial Management Professionals first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2016 and held it in 7 quarters.
Financial Management Professionals's State Street Materials Select Sector SPDR ETF position peaked at $11K in Q1 2023.
739 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.