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

Signify Wealth’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	-7,634	Closed	-$300K	–	41
2023 Q3	$300K	Buy	+7,634	New	+$314K	0.4%	34
2023 Q1	–	Sell	-65,426	Closed	-$2.54M	–	29
2022 Q4	$2.54M	Buy	+65,426	New	+$2.51M	2.22%	20

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Signify Wealth's XLB Position: Q4 2023 in Review

Signify Wealth sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2023, closing a stake of 7,634 shares — an estimated $300K sold.

Signify Wealth first reported a position in XLB in Q4 2022 and held it in 2 quarters. The position peaked at $2.54M in Q4 2022. 797 funds tracked by Wall St. Rank hold XLB as of Q4 2023.

Signify Wealth reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Signify Wealth sold 7,634 State Street Materials Select Sector SPDR ETF shares in Q4 2023, an estimated $300K.
Signify Wealth first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
Signify Wealth's State Street Materials Select Sector SPDR ETF position peaked at $2.54M in Q4 2022.
797 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2023.

Based on Signify Wealth's 13F filing for Q4 2023, filed 12 Jan 2024.