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

Sheets Smith 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
2023 Q4	–	Sell	-652	Closed	-$25.6K	–	508
2023 Q3	$25.6K	Buy	+652	New	+$26.8K	﹤0.01%	421
2014 Q4	–	Sell	-8,952	Closed	-$222K	–	279
2014 Q3	$222K	Sell	8,952 -1,704	-16%	-$42.5K	0.06%	217
2014 Q2	$264K	Sell	10,656 -6,364	-37%	-$154K	0.07%	212
2014 Q1	$402K	Buy	17,020 +6	+0%	+$138	0.11%	187
2013 Q4	$393K	Sell	17,014 -2,490	-13%	-$54.7K	0.11%	196
2013 Q3	$410K	Hold	19,504	–	–	0.13%	177
2013 Q2	$374K	Buy	+19,504	New	+$386K	0.13%	186

Other funds holding XLB

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Barclays London, United Kingdom $521B AUM 51.41% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

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

Sheets Smith Wealth Management's XLB Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2023, closing a stake of 652 shares — an estimated $25.6K sold.

Sheets Smith Wealth Management first reported a position in XLB in Q2 2013 and held it in 7 quarters. The position peaked at $410K in Q3 2013. 798 funds tracked by Wall St. Rank hold XLB as of Q4 2023.

Sheets Smith Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 652 State Street Materials Select Sector SPDR ETF shares in Q4 2023, an estimated $25.6K.
Sheets Smith Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2013 and held it in 7 quarters.
Sheets Smith Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $410K in Q3 2013.
798 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.