LFAS
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Level Four Advisory Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Level Four Advisory Services’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
2021
Q3 		– Sell
-9,664
Closed -$398K – 654
2021
Q2 		$398K Buy
+9,664
New +$407K 0.03% 466
2018
Q3 		– Sell
-262,234
Closed -$7.61M – 626
2018
Q2 		$7.61M Buy
262,234
+9,002
+4% +$264K 0.59% 40
2018
Q1 		$7.21M Buy
253,232
+7,638
+3% +$232K 0.59% 41
2017
Q4 		$7.43M Buy
245,594
+10,526
+4% +$310K 0.61% 36
2017
Q3 		$6.68M Sell
235,068
-18,994
-7% -$523K 0.63% 34
2017
Q2 		$6.65M Hold
254,062
– – 1.02% 20
2017
Q1 		$6.65M Buy
254,062
+244,198
+2,476% +$6.34M 0.68% 33
2016
Q4 		$245K Buy
+9,864
New +$239K 0.03% 401

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return