Personal Capital Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Personal Capital Advisors’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
2022 Q4	$441K	Buy	+11,348	New	+$436K	﹤0.01%	323
2022 Q3	–	Sell	-10,848	Closed	-$399K	–	472
2022 Q2	$399K	Buy	10,848 +3,546	+49%	+$148K	﹤0.01%	301
2022 Q1	$322K	Sell	7,302 -182	-2%	-$7.76K	﹤0.01%	373
2021 Q4	$340K	Sell	7,484 -466	-6%	-$20.1K	﹤0.01%	412
2021 Q3	$314K	Buy	+7,950	New	+$331K	﹤0.01%	393
2020 Q4	–	Sell	-123,580	Closed	-$3.93M	–	471
2020 Q3	$3.93M	Buy	+123,580	New	+$3.84M	0.03%	194

Other funds holding XLB

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

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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Personal Capital Advisors's XLB Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q4 2022: 11,348 shares worth $441K. The stake represents ﹤0.01% of the portfolio and ranks #323 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in XLB as recently as Q2 2022.

Personal Capital Advisors first reported a position in XLB in Q3 2020 and has held it in 6 quarters since. The position peaked at $3.93M in Q3 2020. 749 funds tracked by Wall St. Rank hold XLB as of Q4 2022.

Personal Capital Advisors held 11,348 shares of State Street Materials Select Sector SPDR ETF worth $441K as of Q4 2022.
State Street Materials Select Sector SPDR ETF was a new Personal Capital Advisors position in Q4 2022.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #323 holding.
Personal Capital Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and has held it in 6 quarters since.
Personal Capital Advisors's State Street Materials Select Sector SPDR ETF position peaked at $3.93M in Q3 2020.
749 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.