TCI Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

TCI Wealth 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 Q2	–	Sell	-114	Closed	-$4.6K	–	2276
2023 Q1	$4.6K	Hold	114	–	–	﹤0.01%	1588
2022 Q4	$4.43K	Sell	114 -486	-81%	-$18.7K	﹤0.01%	1608
2022 Q3	$20K	Buy	+600	New	+$22.6K	﹤0.01%	664
2020 Q2	–	Sell	-338	Closed	-$8K	–	1690
2020 Q1	$8K	Sell	338 -212	-39%	-$5.82K	﹤0.01%	624
2019 Q4	$17K	Hold	550	–	–	0.01%	590
2019 Q3	$16K	Hold	550	–	–	0.01%	535
2019 Q2	$16K	Sell	550 -38	-6%	-$1.07K	0.01%	523
2019 Q1	$16K	Buy	588 +38	+7%	+$1.02K	0.01%	541
2018 Q4	$14K	Hold	550	–	–	0.01%	555
2018 Q3	$16K	Hold	550	–	–	0.01%	557
2018 Q2	$16K	Hold	550	–	–	0.01%	538
2018 Q1	$16K	Hold	550	–	–	0.01%	533
2017 Q4	$17K	Hold	550	–	–	0.01%	528
2017 Q3	$16K	Hold	550	–	–	0.01%	507
2017 Q2	$15K	Buy	+550	New	+$14.6K	0.01%	519
2017 Q1	–	Sell	-58	Closed	-$1K	–	1390
2016 Q4	$1K	Buy	+58	New	+$1.41K	﹤0.01%	1253

Other funds holding XLB

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

TCI Wealth Advisors's XLB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2023, closing a stake of 114 shares — an estimated $4.6K sold.

TCI Wealth Advisors first reported a position in XLB in Q4 2016 and held it in 16 quarters. The position peaked at $20K in Q3 2022. 740 funds tracked by Wall St. Rank hold XLB as of Q2 2023.

TCI Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 114 State Street Materials Select Sector SPDR ETF shares in Q2 2023, an estimated $4.6K.
TCI Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2016 and held it in 16 quarters.
TCI Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $20K in Q3 2022.
740 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.