Torch Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Torch Wealth Management’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
2019 Q4	$417K	Buy	13,610 +400	+3%	+$11.8K	0.23%	78
2019 Q3	$384K	Sell	13,210 -800	-6%	-$23.1K	0.23%	77
2019 Q2	$410K	Sell	14,010 -350	-2%	-$9.87K	0.25%	75
2019 Q1	$398K	Buy	14,360 +900	+7%	+$24.3K	0.25%	75
2018 Q4	$340K	Buy	13,460 +5,300	+65%	+$141K	0.24%	76
2018 Q3	$236K	Sell	8,160 -60	-0.7%	-$1.77K	0.14%	96
2018 Q2	$239K	Buy	+8,220	New	+$241K	0.15%	93
2014 Q3	–	Sell	-3,500	Closed	-$87K	–	235
2014 Q2	$87K	Buy	3,500 +100	+3%	+$2.41K	0.06%	133
2014 Q1	$80K	Hold	3,400	–	–	0.06%	126
2013 Q4	$79K	Buy	+3,400	New	+$74.7K	0.06%	118

Other funds holding XLB

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

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

Torch Wealth Management's XLB Position: Q4 2019 in Review

Torch Wealth Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 3% in Q4 2019, buying an estimated $11.8K and bringing the position to 13,610 shares worth $417K. The position accounts for 0.23% of the portfolio, ranked #78.

Torch Wealth Management first reported a position in XLB in Q4 2013 and has held it in 10 quarters since. 509 funds tracked by Wall St. Rank hold XLB as of Q4 2019.

Torch Wealth Management held 13,610 shares of State Street Materials Select Sector SPDR ETF worth $417K as of Q4 2019.
Torch Wealth Management bought 400 State Street Materials Select Sector SPDR ETF shares in Q4 2019, an estimated $11.8K.
State Street Materials Select Sector SPDR ETF made up 0.23% of Torch Wealth Management's portfolio in Q4 2019, its #78 holding.
Torch Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2013 and has held it in 10 quarters since.
509 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.