RMR Wealth Builders’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
2023
Q2
Sell
-5,992
Closed -$242K 222
2023
Q1
$242K Buy
+5,992
New +$243K 0.05% 182
2021
Q2
Sell
-242
Closed -$9K 720
2021
Q1
$9K Buy
+242
New +$9.13K ﹤0.01% 610

Other funds holding XLB

RMR Wealth Builders's XLB Position: Q2 2023 in Review

RMR Wealth Builders sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2023, closing a stake of 5,992 shares — an estimated $242K sold.

RMR Wealth Builders first reported a position in XLB in Q1 2021 and held it in 2 quarters. The position peaked at $242K in Q1 2023. 740 funds tracked by Wall St. Rank hold XLB as of Q2 2023.

  • RMR Wealth Builders reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • RMR Wealth Builders sold 5,992 State Street Materials Select Sector SPDR ETF shares in Q2 2023, an estimated $242K.
  • RMR Wealth Builders first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2021 and held it in 2 quarters.
  • RMR Wealth Builders's State Street Materials Select Sector SPDR ETF position peaked at $242K in Q1 2023.
  • 740 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2023.

Based on RMR Wealth Builders's 13F filing for Q2 2023, filed 21 Jul 2023.