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

MBE Wealth Management’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
2020
Q2 		– Sell
-120
Closed -$2K – 536
2020
Q1 		$2K Buy
+120
New +$3.29K ﹤0.01% 476

Other funds holding XLB

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

MBE Wealth Management's XLB Position: Q2 2020 in Review

MBE Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2020, closing a stake of 120 shares — an estimated $2K sold.

MBE Wealth Management first reported a position in XLB in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 437 funds tracked by Wall St. Rank hold XLB as of Q2 2020.

  • MBE Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 120 State Street Materials Select Sector SPDR ETF shares in Q2 2020, an estimated $2K.
  • MBE Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $2K in Q1 2020.
  • 437 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.