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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,490
Closed -$203K 61
2021
Q4
$203K Buy
+4,490
New +$194K 0.08% 56

Other funds holding XLB

Southern Wealth Management's XLB Position: Q1 2022 in Review

Southern Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2022, closing a stake of 4,490 shares — an estimated $203K sold.

Southern Wealth Management first reported a position in XLB in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 790 funds tracked by Wall St. Rank hold XLB as of Q1 2022.

  • Southern Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Southern Wealth Management sold 4,490 State Street Materials Select Sector SPDR ETF shares in Q1 2022, an estimated $203K.
  • Southern Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Southern Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $203K in Q4 2021.
  • 790 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2022.

Based on Southern Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.