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Jeppson Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-100
Closed -$3K – 465
2020
Q3 		$3K Buy
+100
New +$3.11K ﹤0.01% 475

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jeppson Wealth Management's XLB Position: Q4 2020 in Review

Jeppson Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2020, closing a stake of 100 shares — an estimated $3K sold.

Jeppson Wealth Management first reported a position in XLB in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 634 funds tracked by Wall St. Rank hold XLB as of Q4 2020.

  • Jeppson Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 100 State Street Materials Select Sector SPDR ETF shares in Q4 2020, an estimated $3K.
  • Jeppson Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $3K in Q3 2020.
  • 634 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.