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My Personal CFO LLC’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

My Personal CFO LLC’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
Q1 		– Sell
-198
Closed -$7.69K – 846
2022
Q4 		$7.69K Buy
+198
New +$7.6K 0.01% 306

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

My Personal CFO LLC's XLB Position: Q1 2023 in Review

My Personal CFO LLC sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2023, closing a stake of 198 shares — an estimated $7.69K sold.

My Personal CFO LLC first reported a position in XLB in Q4 2022 and held it in 1 quarter. The position peaked at $7.69K in Q4 2022. 752 funds tracked by Wall St. Rank hold XLB as of Q1 2023.

  • My Personal CFO LLC reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 198 State Street Materials Select Sector SPDR ETF shares in Q1 2023, an estimated $7.69K.
  • My Personal CFO LLC first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's State Street Materials Select Sector SPDR ETF position peaked at $7.69K in Q4 2022.
  • 752 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.