FSC Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

FSC Wealth Advisors’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 Q4	–	Sell	-71,162	Closed	-$2.79M	–	295
2023 Q3	$2.79M	Buy	+71,162	New	+$2.92M	2.9%	7

Other funds holding XLB

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

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

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

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

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

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

FSC Wealth Advisors's XLB Position: Q4 2023 in Review

FSC Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2023, closing a stake of 71,162 shares — an estimated $2.79M sold.

FSC Wealth Advisors first reported a position in XLB in Q3 2023 and held it in 1 quarter. The position peaked at $2.79M in Q3 2023. 797 funds tracked by Wall St. Rank hold XLB as of Q4 2023.

FSC Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
FSC Wealth Advisors sold 71,162 State Street Materials Select Sector SPDR ETF shares in Q4 2023, an estimated $2.79M.
FSC Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
FSC Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $2.79M in Q3 2023.
797 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2023.

Based on FSC Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.