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Source Financial Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Source Financial 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
2024
Q1 		– Sell
-5,694
Closed -$244K – 129
2023
Q4 		$244K Sell
5,694
-114
-2% -$4.56K 0.08% 112
2023
Q3 		$228K Sell
5,808
-842
-13% -$34.6K 0.08% 114
2023
Q2 		$276K Sell
6,650
-592
-8% -$23.5K 0.09% 114
2023
Q1 		$292K Sell
7,242
-56
-0.8% -$2.27K 0.1% 102
2022
Q4 		$283K Sell
7,298
-26
-0.4% -$998 0.11% 104
2022
Q3 		$249K Sell
7,324
-806
-10% -$30.3K 0.1% 99
2022
Q2 		$299K Sell
8,130
-396
-5% -$16.6K 0.12% 96
2022
Q1 		$376K Sell
8,526
-156
-2% -$6.65K 0.11% 88
2021
Q4 		$393K Sell
8,682
-138
-2% -$5.96K 0.11% 87
2021
Q3 		$349K Sell
8,820
-330
-4% -$13.7K 0.09% 84
2021
Q2 		$377K Buy
9,150
+518
+6% +$21.8K 0.1% 80
2021
Q1 		$340K Sell
8,632
-114
-1% -$4.3K 0.09% 86
2020
Q4 		$317K Buy
+8,746
New +$299K 0.09% 86

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Source Financial Advisors's XLB Position: Q1 2024 in Review

Source Financial Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2024, closing a stake of 5,694 shares — an estimated $244K sold.

Source Financial Advisors first reported a position in XLB in Q4 2020 and held it in 13 quarters. The position peaked at $393K in Q4 2021. 795 funds tracked by Wall St. Rank hold XLB as of Q1 2024.

  • Source Financial Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Source Financial Advisors sold 5,694 State Street Materials Select Sector SPDR ETF shares in Q1 2024, an estimated $244K.
  • Source Financial Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and held it in 13 quarters.
  • Source Financial Advisors's State Street Materials Select Sector SPDR ETF position peaked at $393K in Q4 2021.
  • 795 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2024.

Based on Source Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.