Global Wealth Management Investment Advisory’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-80	Closed	-$3.42K	–	448
2023 Q4	$3.42K	Hold	80	–	–	﹤0.01%	363
2023 Q3	$3.14K	Hold	80	–	–	﹤0.01%	353
2023 Q2	$3.31K	Buy	+80	New	+$3.18K	﹤0.01%	362
2022 Q3	–	Sell	-80	Closed	-$3K	–	488
2022 Q2	$3K	Hold	80	–	–	﹤0.01%	400
2022 Q1	$4K	Hold	80	–	–	﹤0.01%	383
2021 Q4	$4K	Hold	80	–	–	﹤0.01%	372
2021 Q3	$3K	Hold	80	–	–	﹤0.01%	403
2021 Q2	$3K	Sell	80 -520	-87%	-$21.9K	﹤0.01%	382
2021 Q1	$24K	Buy	600 +450	+300%	+$17K	0.01%	233
2020 Q4	$5K	Hold	150	–	–	﹤0.01%	342
2020 Q3	$5K	Hold	150	–	–	﹤0.01%	339
2020 Q2	$4K	Sell	150 -40	-21%	-$1.05K	﹤0.01%	466
2020 Q1	$4K	Buy	190 +40	+27%	+$1.1K	﹤0.01%	451
2019 Q4	$5K	Hold	150	–	–	﹤0.01%	441
2019 Q3	$4K	Hold	150	–	–	﹤0.01%	441
2019 Q2	$4K	Sell	150 -54	-26%	-$1.52K	﹤0.01%	479
2019 Q1	$6K	Sell	204 -90	-31%	-$2.43K	﹤0.01%	440
2018 Q4	$7K	Buy	+294	New	+$7.84K	﹤0.01%	454

Other funds holding XLB

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Global Wealth Management Investment Advisory's XLB Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2024, closing a stake of 80 shares — an estimated $3.42K sold.

Global Wealth Management Investment Advisory first reported a position in XLB in Q4 2018 and held it in 18 quarters. The position peaked at $24K in Q1 2021. 795 funds tracked by Wall St. Rank hold XLB as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 80 State Street Materials Select Sector SPDR ETF shares in Q1 2024, an estimated $3.42K.
Global Wealth Management Investment Advisory first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's State Street Materials Select Sector SPDR ETF position peaked at $24K in Q1 2021.
795 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.