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SWA
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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