Mine & Arao Wealth Creation & Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-1,534	Closed	-$71.2K	–	370
2024 Q1	$71.2K	Hold	1,534	–	–	0.04%	129
2023 Q4	$65.6K	Hold	1,534	–	–	0.04%	130
2023 Q3	$60.2K	Hold	1,534	–	–	0.04%	125
2023 Q2	$63.6K	Sell	1,534 -10	-0.6%	-$398	0.04%	133
2023 Q1	$62.3K	Hold	1,544	–	–	0.04%	133
2022 Q4	$60K	Hold	1,544	–	–	0.04%	126
2022 Q3	$53K	Hold	1,544	–	–	0.04%	132
2022 Q2	$57K	Buy	1,544 +10	+0.7%	+$418	0.04%	132
2022 Q1	$68K	Hold	1,534	–	–	0.04%	131
2021 Q4	$69K	Hold	1,534	–	–	0.04%	133
2021 Q3	$61K	Hold	1,534	–	–	0.04%	134
2021 Q2	$63K	Hold	1,534	–	–	0.04%	131
2021 Q1	$60K	Hold	1,534	–	–	0.04%	132
2020 Q4	$56K	Hold	1,534	–	–	0.04%	124
2020 Q3	$49K	Buy	+1,534	New	+$47.7K	0.04%	122

Other funds holding XLB

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

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

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

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Mine & Arao Wealth Creation & Management's XLB Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2024, closing a stake of 1,534 shares — an estimated $71.2K sold.

Mine & Arao Wealth Creation & Management first reported a position in XLB in Q3 2020 and held it in 15 quarters. The position peaked at $71.2K in Q1 2024. 797 funds tracked by Wall St. Rank hold XLB as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 1,534 State Street Materials Select Sector SPDR ETF shares in Q2 2024, an estimated $71.2K.
Mine & Arao Wealth Creation & Management first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and held it in 15 quarters.
Mine & Arao Wealth Creation & Management's State Street Materials Select Sector SPDR ETF position peaked at $71.2K in Q1 2024.
797 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.