Spartan Planning & Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Spartan Planning & 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	$17.4K	Buy	406 +190	+88%	+$7.6K	0.02%	166
2023 Q3	$8.48K	Buy	+216	New	+$8.87K	0.01%	109

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 $10.6B AUM 34.1% 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

Spartan Planning & Wealth Management's XLB Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 88% in Q4 2023, buying an estimated $7.6K and bringing the position to 406 shares worth $17.4K. The position accounts for 0.02% of the portfolio, ranked #166.

Spartan Planning & Wealth Management first reported a position in XLB in Q3 2023 and has held it in 2 quarters since. 797 funds tracked by Wall St. Rank hold XLB as of Q4 2023.

Spartan Planning & Wealth Management held 406 shares of State Street Materials Select Sector SPDR ETF worth $17.4K as of Q4 2023.
Spartan Planning & Wealth Management bought 190 State Street Materials Select Sector SPDR ETF shares in Q4 2023, an estimated $7.6K.
State Street Materials Select Sector SPDR ETF made up 0.02% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #166 holding.
Spartan Planning & Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2023 and has held it in 2 quarters since.
797 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.