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Triad Wealth Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Triad Wealth 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
2024
Q3 		– Sell
-438
Closed -$19.3K – 959
2024
Q2 		$19.3K Buy
+438
New +$19.8K 0.01% 353

Other funds holding XLB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Triad Wealth Partners's XLB Position: Q3 2024 in Review

Triad Wealth Partners sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2024, closing a stake of 438 shares — an estimated $19.3K sold.

Triad Wealth Partners first reported a position in XLB in Q2 2024 and held it in 1 quarter. The position peaked at $19.3K in Q2 2024. 798 funds tracked by Wall St. Rank hold XLB as of Q3 2024.

  • Triad Wealth Partners reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 438 State Street Materials Select Sector SPDR ETF shares in Q3 2024, an estimated $19.3K.
  • Triad Wealth Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's State Street Materials Select Sector SPDR ETF position peaked at $19.3K in Q2 2024.
  • 798 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.