LPWM LLC’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

LPWM LLC’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 Q1	–	Sell	-7,160	Closed	-$292K	–	72
2022 Q4	$292K	Hold	7,160	–	–	0.16%	50
2022 Q3	$243K	Hold	7,160	–	–	0.14%	53
2022 Q2	$261K	Sell	7,160 -360	-5%	-$15.1K	0.15%	51
2022 Q1	$331K	Hold	7,520	–	–	0.16%	52
2021 Q4	$341K	Hold	7,520	–	–	0.18%	50
2021 Q3	$302K	Buy	7,520 +360	+5%	+$15K	0.18%	47
2021 Q2	$297K	Hold	7,160	–	–	0.18%	47
2021 Q1	$285K	Hold	7,160	–	–	0.19%	47
2020 Q4	$259K	Sell	7,160 -740	-9%	-$25.3K	0.19%	47
2020 Q3	$248K	Sell	7,900 -5,156	-39%	-$160K	0.2%	44
2020 Q2	$368K	Sell	13,056 -640	-5%	-$16.8K	0.34%	32
2020 Q1	$308K	Sell	13,696 -7,094	-34%	-$195K	0.34%	32
2019 Q4	$638K	Buy	+20,790	New	+$614K	0.59%	21

Other funds holding XLB

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

LPWM LLC's XLB Position: Q1 2023 in Review

LPWM LLC sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2023, closing a stake of 7,160 shares — an estimated $292K sold.

LPWM LLC first reported a position in XLB in Q4 2019 and held it in 13 quarters. The position peaked at $638K in Q4 2019. 752 funds tracked by Wall St. Rank hold XLB as of Q1 2023.

LPWM LLC reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
LPWM LLC sold 7,160 State Street Materials Select Sector SPDR ETF shares in Q1 2023, an estimated $292K.
LPWM LLC first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2019 and held it in 13 quarters.
LPWM LLC's State Street Materials Select Sector SPDR ETF position peaked at $638K in Q4 2019.
752 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2023.

Based on LPWM LLC's 13F filing for Q1 2023, filed 10 Apr 2023.