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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return