Teamwork Financial Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Teamwork Financial 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
2022 Q3	–	Sell	-6,282	Closed	-$231K	–	233
2022 Q2	$231K	Sell	6,282 -37,268	-86%	-$1.56M	0.05%	194
2022 Q1	$1.92M	Buy	43,550 +4,352	+11%	+$186K	0.36%	60
2021 Q4	$1.78M	Buy	39,198 +26,128	+200%	+$1.13M	0.33%	57
2021 Q3	$517K	Buy	+13,070	New	+$543K	0.1%	154

Other funds holding XLB

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

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

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

Teamwork Financial Advisors's XLB Position: Q3 2022 in Review

Teamwork Financial Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2022, closing a stake of 6,282 shares — an estimated $231K sold.

Teamwork Financial Advisors first reported a position in XLB in Q3 2021 and held it in 4 quarters. The position peaked at $1.92M in Q1 2022. 690 funds tracked by Wall St. Rank hold XLB as of Q3 2022.

Teamwork Financial Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 6,282 State Street Materials Select Sector SPDR ETF shares in Q3 2022, an estimated $231K.
Teamwork Financial Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2021 and held it in 4 quarters.
Teamwork Financial Advisors's State Street Materials Select Sector SPDR ETF position peaked at $1.92M in Q1 2022.
690 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2022.

Based on Teamwork Financial Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.