River Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-2,362
Closed -$60K 514
2018
Q4
$60K Sell
2,362
-1,658
-41% -$44.2K 0.03% 225
2018
Q3
$116K Hold
4,020
0.04% 194
2018
Q2
$117K Buy
+4,020
New +$118K 0.05% 190

Other funds holding XLB

River Wealth Advisors's XLB Position: Q1 2019 in Review

River Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2019, closing a stake of 2,362 shares — an estimated $60K sold.

River Wealth Advisors first reported a position in XLB in Q2 2018 and held it in 3 quarters. The position peaked at $117K in Q2 2018. 451 funds tracked by Wall St. Rank hold XLB as of Q1 2019.

  • River Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 2,362 State Street Materials Select Sector SPDR ETF shares in Q1 2019, an estimated $60K.
  • River Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $117K in Q2 2018.
  • 451 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.