Petix & Botte Financial’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Petix & Botte Financial’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
2021 Q4	–	Sell	-6,746	Closed	-$267K	–	118
2021 Q3	$267K	Buy	+6,746	New	+$280K	0.09%	93
2020 Q1	–	Sell	-6,474	Closed	-$201K	–	80
2019 Q4	$201K	Buy	+6,474	New	+$191K	0.16%	79

Other funds holding XLB

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Petix & Botte Financial's XLB Position: Q4 2021 in Review

Petix & Botte Financial sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2021, closing a stake of 6,746 shares — an estimated $267K sold.

Petix & Botte Financial first reported a position in XLB in Q4 2019 and held it in 2 quarters. The position peaked at $267K in Q3 2021. 827 funds tracked by Wall St. Rank hold XLB as of Q4 2021.

Petix & Botte Financial reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Petix & Botte Financial sold 6,746 State Street Materials Select Sector SPDR ETF shares in Q4 2021, an estimated $267K.
Petix & Botte Financial first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2019 and held it in 2 quarters.
Petix & Botte Financial's State Street Materials Select Sector SPDR ETF position peaked at $267K in Q3 2021.
827 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2021.

Based on Petix & Botte Financial's 13F filing for Q4 2021, filed 11 Feb 2022.