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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return