Lugano Financial Advisors SA (LFA)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q4	–	Sell	-184	Closed	-$7.23K	–	206
2023 Q3	$7.23K	Buy	+184	New	+$7.56K	0.01%	161
2022 Q3	–	Sell	-200	Closed	-$7K	–	133
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	122
2022 Q1	$9K	Hold	200	–	–	0.01%	102
2021 Q4	$9K	Hold	200	–	–	0.01%	112
2021 Q3	$8K	Buy	+200	New	+$8.31K	0.01%	100
2019 Q1	–	Sell	-1,410	Closed	-$41K	–	182
2018 Q4	$41K	Hold	1,410	–	–	0.03%	136
2018 Q3	$41K	Hold	1,410	–	–	0.03%	136
2018 Q2	$41K	Buy	+1,410	New	+$41.3K	0.04%	104

Other funds holding XLB

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

Lugano Financial Advisors SA (LFA)'s XLB Position: Q4 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2023, closing a stake of 184 shares — an estimated $7.23K sold.

Lugano Financial Advisors SA (LFA) first reported a position in XLB in Q2 2018 and held it in 8 quarters. The position peaked at $41K in Q4 2018. 798 funds tracked by Wall St. Rank hold XLB as of Q4 2023.

Lugano Financial Advisors SA (LFA) reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 184 State Street Materials Select Sector SPDR ETF shares in Q4 2023, an estimated $7.23K.
Lugano Financial Advisors SA (LFA) first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2018 and held it in 8 quarters.
Lugano Financial Advisors SA (LFA)'s State Street Materials Select Sector SPDR ETF position peaked at $41K in Q4 2018.
798 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2023, filed 22 Jan 2024.