Lake Street Private Wealth’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
Q4
Sell
-7,842
Closed -$267K 305
2022
Q3
$267K Sell
7,842
-9,186
-54% -$345K 0.06% 230
2022
Q2
$627K Buy
17,028
+44
+0.3% +$1.84K 0.13% 146
2022
Q1
$749K Sell
16,984
-1,294
-7% -$55.2K 0.13% 153
2021
Q4
$828K Buy
+18,278
New +$789K 0.15% 149

Other funds holding XLB

Lake Street Private Wealth's XLB Position: Q4 2022 in Review

Lake Street Private Wealth sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2022, closing a stake of 7,842 shares — an estimated $267K sold.

Lake Street Private Wealth first reported a position in XLB in Q4 2021 and held it in 4 quarters. The position peaked at $828K in Q4 2021. 749 funds tracked by Wall St. Rank hold XLB as of Q4 2022.

  • Lake Street Private Wealth reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Lake Street Private Wealth sold 7,842 State Street Materials Select Sector SPDR ETF shares in Q4 2022, an estimated $267K.
  • Lake Street Private Wealth first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
  • Lake Street Private Wealth's State Street Materials Select Sector SPDR ETF position peaked at $828K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2022.

Based on Lake Street Private Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.