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

HCR 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
2021 Q3	–	Sell	-12,208	Closed	-$502K	–	206
2021 Q2	$502K	Buy	+12,208	New	+$514K	0.09%	128
2021 Q1	–	Sell	-64	Closed	-$2K	–	286
2020 Q4	$2K	Buy	+64	New	+$2.19K	﹤0.01%	265
2018 Q4	–	Sell	-10,854	Closed	-$283K	–	171
2018 Q3	$283K	Sell	10,854 -15,590	-59%	-$460K	0.09%	129
2018 Q2	$768K	Sell	26,444 -100	-0.4%	-$2.93K	0.25%	86
2018 Q1	$756K	Sell	26,544 -3,300	-11%	-$100K	0.26%	87
2017 Q4	$903K	Sell	29,844 -2,100	-7%	-$61.8K	0.32%	72
2017 Q3	$907K	Sell	31,944 -250	-0.8%	-$6.88K	0.38%	66
2017 Q2	$866K	Sell	32,194 -2,790	-8%	-$74.1K	0.43%	57
2017 Q1	$917K	Buy	34,984 +2,020	+6%	+$52.5K	0.47%	54
2016 Q4	$819K	Buy	+32,964	New	+$800K	0.43%	56

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

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

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

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

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

HCR Wealth Advisors's XLB Position: Q3 2021 in Review

HCR Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2021, closing a stake of 12,208 shares — an estimated $502K sold.

HCR Wealth Advisors first reported a position in XLB in Q4 2016 and held it in 10 quarters. The position peaked at $917K in Q1 2017. 729 funds tracked by Wall St. Rank hold XLB as of Q3 2021.

HCR Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
HCR Wealth Advisors sold 12,208 State Street Materials Select Sector SPDR ETF shares in Q3 2021, an estimated $502K.
HCR Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2016 and held it in 10 quarters.
HCR Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $917K in Q1 2017.
729 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2021.

Based on HCR Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.