Sargent Bickham Lagudis’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Sargent Bickham Lagudis’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	$4.97K	Hold	128	–	–	﹤0.01%	803
2022 Q3	$4K	Buy	+128	New	+$4.81K	﹤0.01%	824
2021 Q3	–	Sell	-254	Closed	-$10K	–	1000
2021 Q2	$10K	Buy	+254	New	+$10.7K	﹤0.01%	716
2020 Q4	–	Sell	-7,358	Closed	-$234K	–	922
2020 Q3	$234K	Buy	+7,358	New	+$229K	0.02%	195
2018 Q2	–	Sell	-366	Closed	-$10K	–	807
2018 Q1	$10K	Sell	366 -5,242	-93%	-$159K	﹤0.01%	584
2017 Q4	$170K	Buy	5,608 +1,702	+44%	+$50.1K	0.02%	233
2017 Q3	$111K	Buy	3,906 +3,686	+1,675%	+$101K	0.01%	275
2017 Q2	$6K	Sell	220 -1,964	-90%	-$52.2K	﹤0.01%	646
2017 Q1	$57K	Buy	+2,184	New	+$56.7K	0.01%	342

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

Sargent Bickham Lagudis's XLB Position: Q4 2022 in Review

Sargent Bickham Lagudis held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q4 2022 at 128 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Sargent Bickham Lagudis first reported a position in XLB in Q1 2017 and has held it in 9 quarters since. The position peaked at $234K in Q3 2020. 749 funds tracked by Wall St. Rank hold XLB as of Q4 2022.

Sargent Bickham Lagudis held 128 shares of State Street Materials Select Sector SPDR ETF worth $4.97K as of Q4 2022.
Sargent Bickham Lagudis left its State Street Materials Select Sector SPDR ETF share count unchanged in Q4 2022.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #803 holding.
Sargent Bickham Lagudis first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2017 and has held it in 9 quarters since.
Sargent Bickham Lagudis's State Street Materials Select Sector SPDR ETF position peaked at $234K in Q3 2020.
749 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.