Juncture Wealth Strategies’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Juncture Wealth Strategies’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 Q1	–	Sell	-6,366	Closed	-$288K	–	131
2021 Q4	$288K	Sell	6,366 -200	-3%	-$8.64K	0.14%	108
2021 Q3	$260K	Sell	6,566 -420	-6%	-$17.5K	0.14%	105
2021 Q2	$298K	Sell	6,986 -40,114	-85%	-$1.69M	0.17%	89
2021 Q1	$1.86M	Buy	+47,100	New	+$1.78M	1.17%	22
2019 Q3	–	Sell	-11,054	Closed	-$323K	–	110
2019 Q2	$323K	Sell	11,054 -1,554	-12%	-$43.8K	0.26%	93
2019 Q1	$350K	Sell	12,608 -10,666	-46%	-$288K	0.27%	93
2018 Q4	$588K	Sell	23,274 -3,988	-15%	-$106K	0.4%	55
2018 Q3	$790K	Sell	27,262 -9,970	-27%	-$294K	0.41%	57
2018 Q2	$1.08M	Buy	37,232 +1,956	+6%	+$57.3K	0.58%	42
2018 Q1	$1M	Sell	35,276 -124	-0.4%	-$3.76K	0.56%	45
2017 Q4	$1.07M	Sell	35,400 -1,024	-3%	-$30.1K	0.6%	42
2017 Q3	$1.03M	Buy	36,424 +2,694	+8%	+$74.2K	0.58%	45
2017 Q2	$908K	Buy	33,730 +2,106	+7%	+$55.9K	0.52%	46
2017 Q1	$829K	Buy	31,624 +9,974	+46%	+$259K	0.51%	51
2016 Q4	$538K	Buy	21,650 +962	+5%	+$23.3K	0.37%	58
2016 Q3	$494K	Buy	20,688 +890	+4%	+$21.4K	0.33%	62
2016 Q2	$459K	Sell	19,798 -9,878	-33%	-$230K	0.33%	62
2016 Q1	$665K	Buy	29,676 +2,454	+9%	+$50.8K	0.49%	54
2015 Q4	$591K	Sell	27,222 -29,866	-52%	-$663K	0.44%	57
2015 Q3	$1.14M	Sell	57,088 -11,616	-17%	-$258K	0.92%	23
2015 Q2	$1.66M	Buy	68,704 +1,024	+2%	+$25.7K	1.35%	19
2015 Q1	$1.65M	Sell	67,680 -58,920	-47%	-$1.46M	1.36%	20
2014 Q4	$3.08M	Buy	+126,600	New	+$3.06M	1.48%	16

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

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Juncture Wealth Strategies's XLB Position: Q1 2022 in Review

Juncture Wealth Strategies sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2022, closing a stake of 6,366 shares — an estimated $288K sold.

Juncture Wealth Strategies first reported a position in XLB in Q4 2014 and held it in 23 quarters. The position peaked at $3.08M in Q4 2014. 790 funds tracked by Wall St. Rank hold XLB as of Q1 2022.

Juncture Wealth Strategies reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Juncture Wealth Strategies sold 6,366 State Street Materials Select Sector SPDR ETF shares in Q1 2022, an estimated $288K.
Juncture Wealth Strategies first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2014 and held it in 23 quarters.
Juncture Wealth Strategies's State Street Materials Select Sector SPDR ETF position peaked at $3.08M in Q4 2014.
790 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2022.

Based on Juncture Wealth Strategies's 13F filing for Q1 2022, filed 14 Jul 2022.