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

Ropes Wealth Advisors’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 Q1	–	Sell	-3,908	Closed	-$120K	–	574
2019 Q4	$120K	Buy	+3,908	New	+$115K	0.03%	257

Other funds holding XLB

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ropes Wealth Advisors's XLB Position: Q1 2020 in Review

Ropes Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2020, closing a stake of 3,908 shares — an estimated $120K sold.

Ropes Wealth Advisors first reported a position in XLB in Q4 2019 and held it in 1 quarter. The position peaked at $120K in Q4 2019. 409 funds tracked by Wall St. Rank hold XLB as of Q1 2020.

Ropes Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 3,908 State Street Materials Select Sector SPDR ETF shares in Q1 2020, an estimated $120K.
Ropes Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2019 and held it in 1 quarter.
Ropes Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $120K in Q4 2019.
409 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2020.

Based on Ropes Wealth Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.