Laurel Wealth Advisors (California)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$6.25M	Buy	160,990 +1,580	+1%	+$60.7K	0.62%	38
2022 Q3	$5.42M	Sell	159,410 -178	-0.1%	-$6.69K	0.58%	36
2022 Q2	$5.87M	Sell	159,588 -2,492	-2%	-$104K	0.6%	32
2022 Q1	$7.14M	Buy	162,080 +17,542	+12%	+$748K	0.59%	35
2021 Q4	$6.55M	Buy	144,538 +127,826	+765%	+$5.52M	0.51%	40
2021 Q3	$661K	Sell	16,712 -41,976	-72%	-$1.75M	0.12%	198
2021 Q2	$2.42M	Buy	58,688 +4,910	+9%	+$207K	0.31%	80
2021 Q1	$2.12M	Buy	53,778 +44,646	+489%	+$1.68M	0.32%	76
2020 Q4	$331K	Buy	+9,132	New	+$313K	0.05%	317

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Laurel Wealth Advisors (California)'s XLB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.99% in Q4 2022, buying an estimated $60.7K and bringing the position to 160,990 shares worth $6.25M. The position accounts for 0.62% of the portfolio, ranked #38.

Laurel Wealth Advisors (California) first reported a position in XLB in Q4 2020 and has held it in 9 quarters since. The position peaked at $7.14M in Q1 2022. 749 funds tracked by Wall St. Rank hold XLB as of Q4 2022.

Laurel Wealth Advisors (California) held 160,990 shares of State Street Materials Select Sector SPDR ETF worth $6.25M as of Q4 2022.
Laurel Wealth Advisors (California) bought 1,580 State Street Materials Select Sector SPDR ETF shares in Q4 2022, an estimated $60.7K.
State Street Materials Select Sector SPDR ETF made up 0.62% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #38 holding.
Laurel Wealth Advisors (California) first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 9 quarters since.
Laurel Wealth Advisors (California)'s State Street Materials Select Sector SPDR ETF position peaked at $7.14M in Q1 2022.
749 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.