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

Strategic 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
2021 Q4	$2.56M	Buy	+56,420	New	+$2.44M	1.26%	33
2015 Q3	–	Sell	-140,474	Closed	-$3.4M	–	41
2015 Q2	$3.4M	Buy	+140,474	New	+$3.53M	3.94%	12

Other funds holding XLB

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

Strategic Wealth Management's XLB Position: Q4 2021 in Review

Strategic Wealth Management opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q4 2021: 56,420 shares worth $2.56M. The stake represents 1.26% of the portfolio and ranks #33 among its holdings. This is a return to the name: Strategic Wealth Management previously reported a position in XLB as recently as Q2 2015.

Strategic Wealth Management first reported a position in XLB in Q2 2015 and has held it in 2 quarters since. The position peaked at $3.4M in Q2 2015. 828 funds tracked by Wall St. Rank hold XLB as of Q4 2021.

Strategic Wealth Management held 56,420 shares of State Street Materials Select Sector SPDR ETF worth $2.56M as of Q4 2021.
State Street Materials Select Sector SPDR ETF was a new Strategic Wealth Management position in Q4 2021.
State Street Materials Select Sector SPDR ETF made up 1.26% of Strategic Wealth Management's portfolio in Q4 2021, its #33 holding.
Strategic Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2015 and has held it in 2 quarters since.
Strategic Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $3.4M in Q2 2015.
828 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.