Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-200
Closed -$7.86K – 522
2023
Q3 		$7.86K Buy
+200
New +$8.21K ﹤0.01% 351
2021
Q4 		– Sell
-32,514
Closed -$1.29M – 59
2021
Q3 		$1.29M Sell
32,514
-4,612
-12% -$192K 0.38% 37
2021
Q2 		$1.53M Buy
+37,126
New +$1.56M 0.46% 36

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Financial Group (Iowa)'s XLB Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2023, closing a stake of 200 shares — an estimated $7.86K sold.

Legacy Financial Group (Iowa) first reported a position in XLB in Q2 2021 and held it in 3 quarters. The position peaked at $1.53M in Q2 2021. 798 funds tracked by Wall St. Rank hold XLB as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 200 State Street Materials Select Sector SPDR ETF shares in Q4 2023, an estimated $7.86K.
  • Legacy Financial Group (Iowa) first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and held it in 3 quarters.
  • Legacy Financial Group (Iowa)'s State Street Materials Select Sector SPDR ETF position peaked at $1.53M in Q2 2021.
  • 798 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.