Strategic Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Strategic Investment 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
2023 Q1	–	Sell	-7,580	Closed	-$294K	–	252
2022 Q4	$294K	Buy	+7,580	New	+$291K	0.06%	190
2022 Q3	–	Sell	-17,462	Closed	-$643K	–	217
2022 Q2	$643K	Sell	17,462 -438	-2%	-$18.3K	0.13%	128
2022 Q1	$789K	Buy	17,900 +6,090	+52%	+$260K	0.15%	122
2021 Q4	$535K	Sell	11,810 -2,006	-15%	-$86.6K	0.1%	156
2021 Q3	$546K	Sell	13,816 -12,938	-48%	-$538K	0.12%	149
2021 Q2	$1.1M	Buy	+26,754	New	+$1.13M	0.25%	80
2021 Q1	–	Sell	-16,040	Closed	-$581K	–	215
2020 Q4	$581K	Buy	+16,040	New	+$549K	0.17%	111

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

Citigroup New York $235B AUM 32.99% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Strategic Investment Advisors's XLB Position: Q1 2023 in Review

Strategic Investment Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2023, closing a stake of 7,580 shares — an estimated $294K sold.

Strategic Investment Advisors first reported a position in XLB in Q4 2020 and held it in 7 quarters. The position peaked at $1.1M in Q2 2021. 752 funds tracked by Wall St. Rank hold XLB as of Q1 2023.

Strategic Investment Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Strategic Investment Advisors sold 7,580 State Street Materials Select Sector SPDR ETF shares in Q1 2023, an estimated $294K.
Strategic Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and held it in 7 quarters.
Strategic Investment Advisors's State Street Materials Select Sector SPDR ETF position peaked at $1.1M in Q2 2021.
752 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2023.

Based on Strategic Investment Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.