Private Wealth Advisors (Pennsylvania)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020 Q4	$652K	Sell	18,010 -3,260	-15%	-$112K	0.37%	54
2020 Q3	$677K	Hold	21,270	–	–	0.43%	49
2020 Q2	$599K	Sell	21,270 -300	-1%	-$7.89K	0.41%	48
2020 Q1	$548K	Sell	21,570 -8,150	-27%	-$224K	0.42%	48
2019 Q4	$878K	Sell	29,720 -1,690	-5%	-$49.9K	0.47%	59
2019 Q3	$914K	Sell	31,410 -6,220	-17%	-$179K	0.47%	60
2019 Q2	$1.1M	Sell	37,630 -350	-0.9%	-$9.87K	0.39%	63
2019 Q1	$1.05M	Hold	37,980	–	–	0.39%	63
2018 Q4	$959K	Sell	37,980 -770	-2%	-$20.5K	0.42%	60
2018 Q3	$1.12M	Sell	38,750 -1,320	-3%	-$38.9K	0.41%	61
2018 Q2	$1.16M	Sell	40,070 -1,828	-4%	-$53.6K	0.46%	60
2018 Q1	$1.19M	Buy	41,898 +4	+0%	+$121	0.48%	60
2017 Q4	$1.27M	Sell	41,894 -956	-2%	-$28.1K	0.49%	57
2017 Q3	$1.22M	Sell	42,850 -196	-0.5%	-$5.4K	0.5%	59
2017 Q2	$1.16M	Buy	43,046 +2,664	+7%	+$70.8K	0.5%	59
2017 Q1	$1.06M	Buy	40,382 +2	+0%	+$52	0.47%	61
2016 Q4	$1M	Buy	40,380 +1,008	+3%	+$24.5K	0.47%	64
2016 Q3	$940K	Buy	39,372 +4	+0%	+$96	0.45%	67
2016 Q2	$912K	Buy	39,368 +4	+0%	+$93	0.45%	64
2016 Q1	$882K	Sell	39,364 -1,046	-3%	-$21.7K	0.47%	61
2015 Q4	$877K	Sell	40,410 -2,258	-5%	-$50.1K	0.49%	57
2015 Q3	$852K	Sell	42,668 -4,346	-9%	-$96.7K	0.43%	69
2015 Q2	$1.14M	Buy	47,014 +2,304	+5%	+$57.9K	0.52%	58
2015 Q1	$1.09M	Sell	44,710 -496	-1%	-$12.3K	0.51%	61
2014 Q4	$1.1M	Buy	45,206 +5,124	+13%	+$124K	0.53%	58
2014 Q3	$994K	Buy	40,082 +614	+2%	+$15.3K	0.52%	62
2014 Q2	$980K	Buy	39,468 +284	+0.7%	+$6.85K	0.5%	63
2014 Q1	$926K	Sell	39,184 -1,702	-4%	-$39.1K	0.5%	63
2013 Q4	$945K	Sell	40,886 -4,096	-9%	-$90K	0.52%	62
2013 Q3	$945K	Buy	44,982 +1,674	+4%	+$34.3K	0.56%	58
2013 Q2	$830K	Buy	+43,308	New	+$856K	0.52%	61

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

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

Private Wealth Advisors (Pennsylvania)'s XLB Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 15% in Q4 2020, selling an estimated $112K and leaving 18,010 shares worth $652K. The position accounts for 0.37% of the portfolio, ranked #54.

Private Wealth Advisors (Pennsylvania) first reported a position in XLB in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.27M in Q4 2017. 634 funds tracked by Wall St. Rank hold XLB as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 18,010 shares of State Street Materials Select Sector SPDR ETF worth $652K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 3,260 State Street Materials Select Sector SPDR ETF shares in Q4 2020, an estimated $112K.
State Street Materials Select Sector SPDR ETF made up 0.37% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #54 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2013 and has held it in 31 quarters since.
Private Wealth Advisors (Pennsylvania)'s State Street Materials Select Sector SPDR ETF position peaked at $1.27M in Q4 2017.
634 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.