True Link Financial Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

True Link Financial 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
2022 Q1	–	Sell	-3,148	Closed	-$143K	–	285
2021 Q4	$143K	Sell	3,148 -70	-2%	-$3.02K	0.02%	313
2021 Q3	$127K	Hold	3,218	–	–	0.02%	312
2021 Q2	$132K	Sell	3,218 -2,022	-39%	-$85.2K	0.02%	268
2021 Q1	$206K	Hold	5,240	–	–	0.03%	240
2020 Q4	$190K	Buy	+5,240	New	+$179K	0.03%	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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

True Link Financial Advisors's XLB Position: Q1 2022 in Review

True Link Financial Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2022, closing a stake of 3,148 shares — an estimated $143K sold.

True Link Financial Advisors first reported a position in XLB in Q4 2020 and held it in 5 quarters. The position peaked at $206K in Q1 2021. 790 funds tracked by Wall St. Rank hold XLB as of Q1 2022.

True Link Financial Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
True Link Financial Advisors sold 3,148 State Street Materials Select Sector SPDR ETF shares in Q1 2022, an estimated $143K.
True Link Financial Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
True Link Financial Advisors's State Street Materials Select Sector SPDR ETF position peaked at $206K in Q1 2021.
790 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.