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Kowal Investment Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Kowal Investment 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
Q4 		– Sell
-1,446
Closed -$57K – 961
2021
Q3 		$57K Buy
+1,446
New +$60.1K 0.02% 228

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Kowal Investment Group's XLB Position: Q4 2021 in Review

Kowal Investment Group sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2021, closing a stake of 1,446 shares — an estimated $57K sold.

Kowal Investment Group first reported a position in XLB in Q3 2021 and held it in 1 quarter. The position peaked at $57K in Q3 2021. 827 funds tracked by Wall St. Rank hold XLB as of Q4 2021.

  • Kowal Investment Group reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 1,446 State Street Materials Select Sector SPDR ETF shares in Q4 2021, an estimated $57K.
  • Kowal Investment Group first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's State Street Materials Select Sector SPDR ETF position peaked at $57K in Q3 2021.
  • 827 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.