PCA
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return