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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-7,444
Closed -$328K 70
2022
Q1
$328K Buy
7,444
+826
+12% +$35.2K 0.26% 41
2021
Q4
$300K Buy
+6,618
New +$286K 0.23% 45

Other funds holding XLB

Kellett Wealth Advisors's XLB Position: Q2 2022 in Review

Kellett Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2022, closing a stake of 7,444 shares — an estimated $328K sold.

Kellett Wealth Advisors first reported a position in XLB in Q4 2021 and held it in 2 quarters. The position peaked at $328K in Q1 2022. 767 funds tracked by Wall St. Rank hold XLB as of Q2 2022.

  • Kellett Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Kellett Wealth Advisors sold 7,444 State Street Materials Select Sector SPDR ETF shares in Q2 2022, an estimated $328K.
  • Kellett Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • Kellett Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $328K in Q1 2022.
  • 767 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2022.

Based on Kellett Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.