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Selective Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Selective Wealth Management’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 		– Sell
-2,366
Closed -$80K – 742
2022
Q3 		$80K Buy
2,366
+12
+0.5% +$451 0.03% 237
2022
Q2 		$87K Buy
2,354
+2,154
+1,077% +$90.1K 0.03% 243
2022
Q1 		$9K Hold
200
– – ﹤0.01% 548
2021
Q4 		$9K Hold
200
– – ﹤0.01% 500
2021
Q3 		$8K Hold
200
– – ﹤0.01% 461
2021
Q2 		$8K Hold
200
– – 0.01% 379
2021
Q1 		$8K Sell
200
-200
-50% -$7.55K 0.01% 281
2020
Q4 		$14K Buy
400
+200
+100% +$6.85K 0.01% 214
2020
Q3 		$6K Hold
200
– – ﹤0.01% 243
2020
Q2 		$6K Buy
+200
New +$5.26K 0.01% 293

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return