SFMG Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

SFMG Wealth 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
2018 Q3	–	Sell	-9,552	Closed	-$277K	–	161
2018 Q2	$277K	Hold	9,552	–	–	0.04%	110
2018 Q1	$272K	Hold	9,552	–	–	0.05%	110
2017 Q4	$289K	Sell	9,552 -244	-2%	-$7.18K	0.05%	109
2017 Q3	$278K	Hold	9,796	–	–	0.05%	103
2017 Q2	$264K	Buy	9,796 +244	+3%	+$6.48K	0.05%	104
2017 Q1	$250K	Buy	+9,552	New	+$248K	0.05%	103
2014 Q3	–	Sell	-546,036	Closed	-$13.6M	–	96
2014 Q2	$13.6M	Sell	546,036 -42	-0%	-$1.01K	4.66%	7
2014 Q1	$12.9M	Buy	+546,078	New	+$12.6M	4.35%	9
2013 Q4	–	Sell	-480,136	Closed	-$10.1M	–	81
2013 Q3	$10.1M	Buy	+480,136	New	+$9.82M	4.04%	10

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

SFMG Wealth Advisors's XLB Position: Q3 2018 in Review

SFMG Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2018, closing a stake of 9,552 shares — an estimated $277K sold.

SFMG Wealth Advisors first reported a position in XLB in Q3 2013 and held it in 9 quarters. The position peaked at $13.6M in Q2 2014. 461 funds tracked by Wall St. Rank hold XLB as of Q3 2018.

SFMG Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
SFMG Wealth Advisors sold 9,552 State Street Materials Select Sector SPDR ETF shares in Q3 2018, an estimated $277K.
SFMG Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2013 and held it in 9 quarters.
SFMG Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $13.6M in Q2 2014.
461 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2018.

Based on SFMG Wealth Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.