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

Inspirion 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 Q3	–	Sell	-4,880	Closed	-$202K	–	145
2023 Q2	$202K	Sell	4,880 -200	-4%	-$7.95K	0.04%	134
2023 Q1	$205K	Sell	5,080 -274	-5%	-$11.1K	0.04%	133
2022 Q4	$208K	Sell	5,354 -3,250	-38%	-$125K	0.04%	121
2022 Q3	$293K	Sell	8,604 -2,330	-21%	-$87.6K	0.07%	96
2022 Q2	$402K	Buy	+10,934	New	+$458K	0.09%	85

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

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

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

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

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

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

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

Inspirion Wealth Advisors's XLB Position: Q3 2023 in Review

Inspirion Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2023, closing a stake of 4,880 shares — an estimated $202K sold.

Inspirion Wealth Advisors first reported a position in XLB in Q2 2022 and held it in 5 quarters. The position peaked at $402K in Q2 2022. 734 funds tracked by Wall St. Rank hold XLB as of Q3 2023.

Inspirion Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Inspirion Wealth Advisors sold 4,880 State Street Materials Select Sector SPDR ETF shares in Q3 2023, an estimated $202K.
Inspirion Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2022 and held it in 5 quarters.
Inspirion Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $402K in Q2 2022.
734 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2023.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.