Lumature Wealth Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Lumature Wealth Partners’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 Q2	$185K	Buy	4,466 +978	+28%	+$38.9K	0.11%	161
2023 Q1	$141K	Sell	3,488 -154	-4%	-$6.24K	0.08%	172
2022 Q4	$141K	Sell	3,642 -928	-20%	-$35.6K	0.08%	171
2022 Q3	$155K	Buy	4,570 +428	+10%	+$16.1K	0.08%	175
2022 Q2	$152K	Buy	4,142 +116	+3%	+$4.85K	0.07%	188
2022 Q1	$177K	Buy	4,026 +188	+5%	+$8.02K	0.07%	184
2021 Q4	$174K	Buy	3,838 +38	+1%	+$1.64K	0.07%	150
2021 Q3	$150K	Buy	3,800 +520	+16%	+$21.6K	0.06%	154
2021 Q2	$135K	Buy	3,280 +460	+16%	+$19.4K	0.06%	164
2021 Q1	$111K	Buy	2,820 +1,538	+120%	+$58K	0.06%	162
2020 Q4	$46K	Buy	+1,282	New	+$43.9K	0.04%	153

Other funds holding XLB

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Lumature Wealth Partners's XLB Position: Q2 2023 in Review

Lumature Wealth Partners increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 28% in Q2 2023, buying an estimated $38.9K and bringing the position to 4,466 shares worth $185K. The position accounts for 0.11% of the portfolio, ranked #161.

Lumature Wealth Partners first reported a position in XLB in Q4 2020 and has held it in 11 quarters since. 740 funds tracked by Wall St. Rank hold XLB as of Q2 2023.

Lumature Wealth Partners held 4,466 shares of State Street Materials Select Sector SPDR ETF worth $185K as of Q2 2023.
Lumature Wealth Partners bought 978 State Street Materials Select Sector SPDR ETF shares in Q2 2023, an estimated $38.9K.
State Street Materials Select Sector SPDR ETF made up 0.11% of Lumature Wealth Partners's portfolio in Q2 2023, its #161 holding.
Lumature Wealth Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 11 quarters since.
740 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.