Leicht Financial Planning & Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Leicht Financial Planning & 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
2022 Q2	–	Sell	-89,380	Closed	-$3.94M	–	24
2022 Q1	$3.94M	Sell	89,380 -3,192	-3%	-$136K	2.35%	21
2021 Q4	$4.19M	Buy	92,572 +1,682	+2%	+$72.6K	2.39%	17
2021 Q3	$3.64M	Buy	90,890 +4,242	+5%	+$176K	2.18%	18
2021 Q2	$3.57M	Sell	86,648 -2,076	-2%	-$87.5K	2.17%	20
2021 Q1	$3.5M	Buy	+88,724	New	+$3.35M	2.26%	18
2017 Q2	–	Sell	-8,800	Closed	-$230K	–	25
2017 Q1	$230K	Sell	8,800 -2,600	-23%	-$67.5K	0.21%	25
2016 Q4	$291K	Buy	+11,400	New	+$277K	0.27%	25

Other funds holding XLB

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

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

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

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

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's XLB Position: Q2 2022 in Review

Leicht Financial Planning & Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2022, closing a stake of 89,380 shares — an estimated $3.94M sold.

Leicht Financial Planning & Wealth Management first reported a position in XLB in Q4 2016 and held it in 7 quarters. The position peaked at $4.19M in Q4 2021. 767 funds tracked by Wall St. Rank hold XLB as of Q2 2022.

Leicht Financial Planning & Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 89,380 State Street Materials Select Sector SPDR ETF shares in Q2 2022, an estimated $3.94M.
Leicht Financial Planning & Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2016 and held it in 7 quarters.
Leicht Financial Planning & Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $4.19M in Q4 2021.
767 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2022.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.