PRW Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

PRW Wealth Management’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 Q3	–	Sell	-6,018	Closed	-$248K	–	297
2021 Q2	$248K	Buy	+6,018	New	+$254K	0.07%	233
2019 Q1	–	Sell	-1,100	Closed	-$28K	–	809
2018 Q4	$28K	Buy	+1,100	New	+$29.3K	0.03%	204

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

PRW Wealth Management's XLB Position: Q3 2021 in Review

PRW Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2021, closing a stake of 6,018 shares — an estimated $248K sold.

PRW Wealth Management first reported a position in XLB in Q4 2018 and held it in 2 quarters. The position peaked at $248K in Q2 2021. 729 funds tracked by Wall St. Rank hold XLB as of Q3 2021.

PRW Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 6,018 State Street Materials Select Sector SPDR ETF shares in Q3 2021, an estimated $248K.
PRW Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $248K in Q2 2021.
729 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.