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Schechter Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Schechter Investment 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
2022
Q1 		– Sell
-32,450
Closed -$1.47M – 975
2021
Q4 		$1.47M Buy
+32,450
New +$1.4M 0.13% 192

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Schechter Investment Advisors's XLB Position: Q1 2022 in Review

Schechter Investment Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2022, closing a stake of 32,450 shares — an estimated $1.47M sold.

Schechter Investment Advisors first reported a position in XLB in Q4 2021 and held it in 1 quarter. The position peaked at $1.47M in Q4 2021. 790 funds tracked by Wall St. Rank hold XLB as of Q1 2022.

  • Schechter Investment Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 32,450 State Street Materials Select Sector SPDR ETF shares in Q1 2022, an estimated $1.47M.
  • Schechter Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Schechter Investment Advisors's State Street Materials Select Sector SPDR ETF position peaked at $1.47M in Q4 2021.
  • 790 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2022.

Based on Schechter Investment Advisors's 13F filing for Q1 2022, filed 18 Nov 2022.