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

Genesis 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
2015 Q2	$3.68K	Sell	152 -2,800	-95%	-$70.4K	﹤0.01%	438
2015 Q1	$72.2K	Hold	2,952	–	–	0.06%	161
2014 Q4	$76.7K	Buy	+2,952	New	+$71.4K	0.06%	171

Other funds holding XLB

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

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

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

SGI

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Genesis Wealth Advisors's XLB Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 95% in Q2 2015, selling an estimated $70.4K and leaving 152 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Genesis Wealth Advisors first reported a position in XLB in Q4 2014 and has held it in 3 quarters since. The position peaked at $76.7K in Q4 2014. 305 funds tracked by Wall St. Rank hold XLB as of Q2 2015.

Genesis Wealth Advisors held 152 shares of State Street Materials Select Sector SPDR ETF worth $3.68K as of Q2 2015.
Genesis Wealth Advisors sold 2,800 State Street Materials Select Sector SPDR ETF shares in Q2 2015, an estimated $70.4K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #438 holding.
Genesis Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2014 and has held it in 3 quarters since.
Genesis Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $76.7K in Q4 2014.
305 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.