PrairieView Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

PrairieView Partners’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 Q3	–	Sell	-542	Closed	-$22K	–	478
2023 Q2	$22K	Hold	542	–	–	﹤0.01%	263
2023 Q1	$21K	Hold	542	–	–	﹤0.01%	251
2022 Q4	$21K	Hold	542	–	–	﹤0.01%	260
2022 Q3	$18K	Hold	542	–	–	﹤0.01%	259
2022 Q2	$20K	Hold	542	–	–	﹤0.01%	269
2022 Q1	$24K	Buy	+542	New	+$23.1K	﹤0.01%	262

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

PrairieView Partners's XLB Position: Q3 2023 in Review

PrairieView Partners sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2023, closing a stake of 542 shares — an estimated $22K sold.

PrairieView Partners first reported a position in XLB in Q1 2022 and held it in 6 quarters. The position peaked at $24K in Q1 2022. 734 funds tracked by Wall St. Rank hold XLB as of Q3 2023.

PrairieView Partners reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
PrairieView Partners sold 542 State Street Materials Select Sector SPDR ETF shares in Q3 2023, an estimated $22K.
PrairieView Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
PrairieView Partners's State Street Materials Select Sector SPDR ETF position peaked at $24K in Q1 2022.
734 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2023.

Based on PrairieView Partners's 13F filing for Q3 2023, filed 23 Oct 2023.