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	–	741
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 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

Selective Wealth Management's XLB Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2022, closing a stake of 2,366 shares — an estimated $80K sold.

Selective Wealth Management first reported a position in XLB in Q2 2020 and held it in 10 quarters. The position peaked at $87K in Q2 2022. 749 funds tracked by Wall St. Rank hold XLB as of Q4 2022.

Selective Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 2,366 State Street Materials Select Sector SPDR ETF shares in Q4 2022, an estimated $80K.
Selective Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2020 and held it in 10 quarters.
Selective Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $87K in Q2 2022.
749 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.