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 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

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

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

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

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

Tiedemann Advisors's XLB Position: Q4 2020 in Review

Tiedemann Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2020, closing a stake of 6,460 shares — an estimated $205K sold.

Tiedemann Advisors first reported a position in XLB in Q2 2018 and held it in 8 quarters. The position peaked at $250K in Q4 2019. 634 funds tracked by Wall St. Rank hold XLB as of Q4 2020.

Tiedemann Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Tiedemann Advisors sold 6,460 State Street Materials Select Sector SPDR ETF shares in Q4 2020, an estimated $205K.
Tiedemann Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2018 and held it in 8 quarters.
Tiedemann Advisors's State Street Materials Select Sector SPDR ETF position peaked at $250K in Q4 2019.
634 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2020.

Based on Tiedemann Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.