Sugarloaf 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
2021
Q2
Sell
-716
Closed -$21 789
2021
Q1
$21 Buy
+716
New +$27K 0.01% 397

Other funds holding XLB

Sugarloaf Wealth Management's XLB Position: Q2 2021 in Review

Sugarloaf Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2021, closing a stake of 716 shares — an estimated $21 sold.

Sugarloaf Wealth Management first reported a position in XLB in Q1 2021 and held it in 1 quarter. The position peaked at $21 in Q1 2021. 786 funds tracked by Wall St. Rank hold XLB as of Q2 2021.

  • Sugarloaf Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 716 State Street Materials Select Sector SPDR ETF shares in Q2 2021, an estimated $21.
  • Sugarloaf Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2021 and held it in 1 quarter.
  • Sugarloaf Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $21 in Q1 2021.
  • 786 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.