TRUE Private Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

TRUE Private Wealth 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 Q2	–	Sell	-258	Closed	-$5K	–	760
2020 Q1	$5K	Sell	258 -6	-2%	-$165	﹤0.01%	531
2019 Q4	$8K	Buy	+264	New	+$7.8K	﹤0.01%	632
2019 Q3	–	Sell	-264	Closed	-$7K	–	729
2019 Q2	$7K	Buy	+264	New	+$7.45K	﹤0.01%	598
2018 Q4	–	Sell	-3,950	Closed	-$114K	–	928
2018 Q3	$114K	Buy	+3,950	New	+$117K	0.02%	332

Other funds holding XLB

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SGI

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

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

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

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

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

TRUE Private Wealth Advisors's XLB Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2020, closing a stake of 258 shares — an estimated $5K sold.

TRUE Private Wealth Advisors first reported a position in XLB in Q3 2018 and held it in 4 quarters. The position peaked at $114K in Q3 2018. 437 funds tracked by Wall St. Rank hold XLB as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 258 State Street Materials Select Sector SPDR ETF shares in Q2 2020, an estimated $5K.
TRUE Private Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2018 and held it in 4 quarters.
TRUE Private Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $114K in Q3 2018.
437 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.