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TrueWealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

TrueWealth 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
2025
Q1 		– Sell
-6,920
Closed -$291K – 240
2024
Q4 		$291K Sell
6,920
-1,424
-17% -$65.9K 0.1% 173
2024
Q3 		$402K Buy
8,344
+1,714
+26% +$78.2K 0.13% 132
2024
Q2 		$293K Buy
+6,630
New +$300K 0.11% 161
2022
Q3 		– Sell
-6,530
Closed -$240K – 178
2022
Q2 		$240K Sell
6,530
-324
-5% -$13.6K 0.11% 142
2022
Q1 		$311K Hold
6,854
– – 0.14% 130
2021
Q4 		$311K Buy
6,854
+840
+14% +$36.3K 0.14% 130
2021
Q3 		$238K Buy
6,014
+62
+1% +$2.58K 0.13% 125
2021
Q2 		$245K Buy
+5,952
New +$251K 0.14% 111

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return