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

Integer Wealth Advisors Group’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 Q1	$578K	Sell	14,444 -1,660	-10%	-$62.6K	0.31%	46
2020 Q4	$614K	Buy	16,104 +8,374	+108%	+$287K	0.41%	43
2020 Q3	$246K	Sell	7,730 -22	-0.3%	-$683	0.23%	62
2020 Q2	$221K	Hold	7,752	–	–	0.23%	62
2020 Q1	$203K	Buy	7,752 +584	+8%	+$16K	0.23%	62
2019 Q4	$215K	Buy	+7,168	New	+$212K	0.21%	62

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

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Integer Wealth Advisors Group's XLB Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 10% in Q1 2021, selling an estimated $62.6K and leaving 14,444 shares worth $578K. The position accounts for 0.31% of the portfolio, ranked #46.

Integer Wealth Advisors Group first reported a position in XLB in Q4 2019 and has held it in 6 quarters since. The position peaked at $614K in Q4 2020. 705 funds tracked by Wall St. Rank hold XLB as of Q1 2021.

Integer Wealth Advisors Group held 14,444 shares of State Street Materials Select Sector SPDR ETF worth $578K as of Q1 2021.
Integer Wealth Advisors Group sold 1,660 State Street Materials Select Sector SPDR ETF shares in Q1 2021, an estimated $62.6K.
State Street Materials Select Sector SPDR ETF made up 0.31% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #46 holding.
Integer Wealth Advisors Group first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2019 and has held it in 6 quarters since.
Integer Wealth Advisors Group's State Street Materials Select Sector SPDR ETF position peaked at $614K in Q4 2020.
705 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.