LBA Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

LBA Wealth Management’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
2017 Q1	$380K	Hold	14,482	–	–	0.2%	78
2016 Q4	$360K	Sell	14,482 -700	-5%	-$17K	0.2%	77
2016 Q3	$362K	Sell	15,182 -350	-2%	-$8.43K	0.2%	81
2016 Q2	$360K	Hold	15,532	–	–	0.2%	78
2016 Q1	$348K	Sell	15,532 -1,400	-8%	-$29K	0.2%	82
2015 Q4	$368K	Sell	16,932 -1,500	-8%	-$33.3K	0.21%	87
2015 Q3	$368K	Sell	18,432 -1,300	-7%	-$28.9K	0.23%	80
2015 Q2	$477K	Hold	19,732	–	–	0.3%	62
2015 Q1	$481K	Hold	19,732	–	–	0.3%	56
2014 Q4	$479K	Sell	19,732 -4,150	-17%	-$100K	0.32%	52
2014 Q3	$592K	Hold	23,882	–	–	0.41%	44
2014 Q2	$593K	Hold	23,882	–	–	0.48%	44
2014 Q1	$565K	Sell	23,882 -560	-2%	-$12.9K	0.46%	46
2013 Q4	$565K	Buy	+24,442	New	+$537K	0.47%	46

Other funds holding XLB

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LBA Wealth Management's XLB Position: Q1 2017 in Review

LBA Wealth Management held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q1 2017 at 14,482 shares worth $380K. The position accounts for 0.2% of the portfolio, ranked #78.

LBA Wealth Management first reported a position in XLB in Q4 2013 and has held it in 14 quarters since. The position peaked at $593K in Q2 2014. 406 funds tracked by Wall St. Rank hold XLB as of Q1 2017.

LBA Wealth Management held 14,482 shares of State Street Materials Select Sector SPDR ETF worth $380K as of Q1 2017.
LBA Wealth Management left its State Street Materials Select Sector SPDR ETF share count unchanged in Q1 2017.
State Street Materials Select Sector SPDR ETF made up 0.2% of LBA Wealth Management's portfolio in Q1 2017, its #78 holding.
LBA Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $593K in Q2 2014.
406 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.