Sanford Advisory Services’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
2022
Q4
$587K Buy
15,102
+26
+0.2% +$998 0.14% 76
2022
Q3
$513K Buy
15,076
+22
+0.1% +$827 0.15% 63
2022
Q2
$554K Sell
15,054
-218
-1% -$9.12K 0.16% 60
2022
Q1
$673K Buy
15,272
+14
+0.1% +$597 0.18% 52
2021
Q4
$691K Buy
15,258
+2,132
+16% +$92.1K 0.16% 52
2021
Q3
$519K Sell
13,126
-108
-0.8% -$4.49K 0.13% 63
2021
Q2
$545K Buy
13,234
+18
+0.1% +$758 0.14% 59
2021
Q1
$521K Buy
13,216
+3,908
+42% +$147K 0.15% 59
2020
Q4
$337K Buy
+9,308
New +$319K 0.11% 71

Other funds holding XLB

Sanford Advisory Services's XLB Position: Q4 2022 in Review

Sanford Advisory Services increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.17% in Q4 2022, buying an estimated $998 and bringing the position to 15,102 shares worth $587K. The position accounts for 0.14% of the portfolio, ranked #76.

Sanford Advisory Services first reported a position in XLB in Q4 2020 and has held it in 9 quarters since. The position peaked at $691K in Q4 2021. 749 funds tracked by Wall St. Rank hold XLB as of Q4 2022.

  • Sanford Advisory Services held 15,102 shares of State Street Materials Select Sector SPDR ETF worth $587K as of Q4 2022.
  • Sanford Advisory Services bought 26 State Street Materials Select Sector SPDR ETF shares in Q4 2022, an estimated $998.
  • State Street Materials Select Sector SPDR ETF made up 0.14% of Sanford Advisory Services's portfolio in Q4 2022, its #76 holding.
  • Sanford Advisory Services first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 9 quarters since.
  • Sanford Advisory Services's State Street Materials Select Sector SPDR ETF position peaked at $691K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.