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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$3.02M Buy
82,184
+1,698
+2% +$71K 1.98% 10
2022
Q1
$3.55M Buy
80,486
+1,980
+3% +$84.4K 2% 10
2021
Q4
$3.56M Buy
78,506
+2,420
+3% +$105K 1.95% 11
2021
Q3
$3.01M Buy
76,086
+2,200
+3% +$91.5K 1.83% 11
2021
Q2
$3.04M Buy
73,886
+4,640
+7% +$195K 1.85% 10
2021
Q1
$2.73M Buy
69,246
+2,154
+3% +$81.3K 1.8% 13
2020
Q4
$2.43M Buy
67,092
+3,726
+6% +$128K 1.79% 14
2020
Q3
$2.02M Buy
63,366
+1,630
+3% +$50.6K 1.7% 16
2020
Q2
$1.74M Buy
61,736
+1,398
+2% +$36.8K 1.62% 18
2020
Q1
$1.36M Buy
60,338
+5,738
+11% +$158K 1.6% 21
2019
Q4
$1.63M Buy
+54,600
New +$1.61M 1.41% 23

Other funds holding XLB

Loveless Wealth Management's XLB Position: Q2 2022 in Review

Loveless Wealth Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 2.1% in Q2 2022, buying an estimated $71K and bringing the position to 82,184 shares worth $3.02M. The position accounts for 1.98% of the portfolio, ranked #10.

Loveless Wealth Management first reported a position in XLB in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.56M in Q4 2021. 767 funds tracked by Wall St. Rank hold XLB as of Q2 2022.

  • Loveless Wealth Management held 82,184 shares of State Street Materials Select Sector SPDR ETF worth $3.02M as of Q2 2022.
  • Loveless Wealth Management bought 1,698 State Street Materials Select Sector SPDR ETF shares in Q2 2022, an estimated $71K.
  • State Street Materials Select Sector SPDR ETF made up 1.98% of Loveless Wealth Management's portfolio in Q2 2022, its #10 holding.
  • Loveless Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
  • Loveless Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $3.56M in Q4 2021.
  • 767 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.