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

Tiedemann 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
2020 Q4	–	Sell	-6,460	Closed	-$205K	–	354
2020 Q3	$205K	Buy	+6,460	New	+$201K	0.01%	301
2020 Q1	–	Sell	-8,140	Closed	-$250K	–	327
2019 Q4	$250K	Hold	8,140	–	–	0.01%	264
2019 Q3	$237K	Hold	8,140	–	–	0.01%	277
2019 Q2	$238K	Hold	8,140	–	–	0.01%	263
2019 Q1	$226K	Hold	8,140	–	–	0.01%	402
2018 Q4	$205K	Hold	8,140	–	–	0.01%	401
2018 Q3	$237K	Hold	8,140	–	–	0.01%	281
2018 Q2	$237K	Buy	+8,140	New	+$239K	0.02%	272

Other funds holding XLB

Bank of America

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return