Raab & Moskowitz Asset Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Raab & Moskowitz Asset 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
2022 Q4	–	Sell	-7,076	Closed	-$240K	–	165
2022 Q3	$240K	Hold	7,076	–	–	0.1%	141
2022 Q2	$260K	Buy	7,076 +620	+10%	+$25.9K	0.1%	139
2022 Q1	$284K	Buy	6,456 +92	+1%	+$3.92K	0.1%	142
2021 Q4	$288K	Buy	6,364 +8	+0.1%	+$346	0.09%	142
2021 Q3	$251K	Hold	6,356	–	–	0.09%	144
2021 Q2	$262K	Buy	+6,356	New	+$268K	0.1%	139
2020 Q1	–	Sell	-6,836	Closed	-$209K	–	521
2019 Q4	$209K	Sell	6,836 -182	-3%	-$5.38K	0.08%	154
2019 Q3	$204K	Sell	7,018 -538	-7%	-$15.5K	0.09%	152
2019 Q2	$221K	Sell	7,556 -68	-0.9%	-$1.92K	0.1%	147
2019 Q1	$211K	Sell	7,624 -1,800	-19%	-$48.5K	0.1%	150
2018 Q4	$238K	Hold	9,424	–	–	0.12%	146
2018 Q3	$272K	Sell	9,424 -24	-0.3%	-$708	0.11%	137
2018 Q2	$274K	Hold	9,448	–	–	0.13%	135
2018 Q1	$268K	Hold	9,448	–	–	0.13%	131
2017 Q4	$285K	Sell	9,448 -212	-2%	-$6.24K	0.14%	124
2017 Q3	$284K	Sell	9,660 -570	-6%	-$15.7K	0.14%	121
2017 Q2	$274K	Sell	10,230 -1,740	-15%	-$46.2K	0.14%	124
2017 Q1	$313K	Buy	11,970 +24	+0.2%	+$623	0.16%	117
2016 Q4	$296K	Sell	11,946 -2,630	-18%	-$63.8K	0.16%	121
2016 Q3	$348K	Sell	14,576 -2,630	-15%	-$63.3K	0.2%	112
2016 Q2	$398K	Buy	+17,206	New	+$401K	0.23%	95
2015 Q1	–	Sell	-132	Closed	-$3K	–	378
2014 Q4	$3K	Buy	+132	New	+$3.19K	﹤0.01%	427

Other funds holding XLB

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

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

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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Raab & Moskowitz Asset Management's XLB Position: Q4 2022 in Review

Raab & Moskowitz Asset Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2022, closing a stake of 7,076 shares — an estimated $240K sold.

Raab & Moskowitz Asset Management first reported a position in XLB in Q4 2014 and held it in 22 quarters. The position peaked at $398K in Q2 2016. 749 funds tracked by Wall St. Rank hold XLB as of Q4 2022.

Raab & Moskowitz Asset Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 7,076 State Street Materials Select Sector SPDR ETF shares in Q4 2022, an estimated $240K.
Raab & Moskowitz Asset Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2014 and held it in 22 quarters.
Raab & Moskowitz Asset Management's State Street Materials Select Sector SPDR ETF position peaked at $398K in Q2 2016.
749 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2022.

Based on Raab & Moskowitz Asset Management's 13F filing for Q4 2022, filed 27 Jan 2023.