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Heritage Wealth Management (Arizona)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$28.1K Buy
724
+362
+100% +$13.9K ﹤0.01% 595
2022
Q3 		$12K Hold
362
– – ﹤0.01% 628
2022
Q2 		$13.3K Hold
362
– – ﹤0.01% 622
2022
Q1 		$16K Buy
+362
New +$15.4K ﹤0.01% 641
2021
Q3 		$25K Hold
634
– – 0.01% 532
2021
Q2 		$26K Buy
+634
New +$26.7K 0.01% 528

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return