Tilia Fiduciary Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Tilia Fiduciary Partners’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 Q3	–	Sell	-78	Closed	-$3.21K	–	507
2023 Q2	$3.21K	Hold	78	–	–	﹤0.01%	473
2023 Q1	$3.11K	Buy	78 +2	+3%	+$81	﹤0.01%	457
2022 Q4	$2.98K	Hold	76	–	–	﹤0.01%	449
2022 Q3	$3K	Hold	76	–	–	﹤0.01%	472
2022 Q2	$3K	Hold	76	–	–	﹤0.01%	487
2022 Q1	$3K	Hold	76	–	–	﹤0.01%	499
2021 Q4	$3K	Buy	+76	New	+$3.28K	﹤0.01%	522

Other funds holding XLB

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Tilia Fiduciary Partners's XLB Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2023, closing a stake of 78 shares — an estimated $3.21K sold.

Tilia Fiduciary Partners first reported a position in XLB in Q4 2021 and held it in 7 quarters. The position peaked at $3.21K in Q2 2023. 735 funds tracked by Wall St. Rank hold XLB as of Q3 2023.

Tilia Fiduciary Partners reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 78 State Street Materials Select Sector SPDR ETF shares in Q3 2023, an estimated $3.21K.
Tilia Fiduciary Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's State Street Materials Select Sector SPDR ETF position peaked at $3.21K in Q2 2023.
735 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.