Seven Springs Wealth Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Seven Springs Wealth Group’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
2021 Q2	–	Sell	-2,846	Closed	-$112K	–	142
2021 Q1	$112K	Sell	2,846 -94	-3%	-$3.55K	0.05%	67
2020 Q4	$106K	Sell	2,940 -1,028	-26%	-$35.2K	0.05%	66
2020 Q3	$126K	Buy	3,968 +238	+6%	+$7.39K	0.08%	57
2020 Q2	$105K	Buy	3,730 +132	+4%	+$3.47K	0.07%	61
2020 Q1	$81K	Buy	+3,598	New	+$98.8K	0.06%	67

Other funds holding XLB

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Seven Springs Wealth Group's XLB Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2021, closing a stake of 2,846 shares — an estimated $112K sold.

Seven Springs Wealth Group first reported a position in XLB in Q1 2020 and held it in 5 quarters. The position peaked at $126K in Q3 2020. 786 funds tracked by Wall St. Rank hold XLB as of Q2 2021.

Seven Springs Wealth Group reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 2,846 State Street Materials Select Sector SPDR ETF shares in Q2 2021, an estimated $112K.
Seven Springs Wealth Group first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2020 and held it in 5 quarters.
Seven Springs Wealth Group's State Street Materials Select Sector SPDR ETF position peaked at $126K in Q3 2020.
786 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.