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

Liberty 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
2021 Q4	–	Sell	-1,448	Closed	-$57K	–	1118
2021 Q3	$57K	Buy	1,448 +854	+144%	+$35.5K	0.02%	397
2021 Q2	$24K	Buy	+594	New	+$25K	0.01%	475
2020 Q4	–	Sell	-162	Closed	-$5K	–	1084
2020 Q3	$5K	Buy	+162	New	+$5.03K	﹤0.01%	641

Other funds holding XLB

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

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

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

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Liberty Wealth Management's XLB Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2021, closing a stake of 1,448 shares — an estimated $57K sold.

Liberty Wealth Management first reported a position in XLB in Q3 2020 and held it in 3 quarters. The position peaked at $57K in Q3 2021. 827 funds tracked by Wall St. Rank hold XLB as of Q4 2021.

Liberty Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,448 State Street Materials Select Sector SPDR ETF shares in Q4 2021, an estimated $57K.
Liberty Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and held it in 3 quarters.
Liberty Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $57K in Q3 2021.
827 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.