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

TrueWealth LLC’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 Q2	–	Sell	-330	Closed	-$9K	–	771
2019 Q1	$9K	Buy	+330	New	+$8.9K	﹤0.01%	482
2018 Q2	–	Sell	-146	Closed	-$4K	–	875
2018 Q1	$4K	Buy	+146	New	+$4.43K	﹤0.01%	633

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

TrueWealth LLC's XLB Position: Q2 2019 in Review

TrueWealth LLC sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2019, closing a stake of 330 shares — an estimated $9K sold.

TrueWealth LLC first reported a position in XLB in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2019. 462 funds tracked by Wall St. Rank hold XLB as of Q2 2019.

TrueWealth LLC reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
TrueWealth LLC sold 330 State Street Materials Select Sector SPDR ETF shares in Q2 2019, an estimated $9K.
TrueWealth LLC first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2018 and held it in 2 quarters.
TrueWealth LLC's State Street Materials Select Sector SPDR ETF position peaked at $9K in Q1 2019.
462 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2019.

Based on TrueWealth LLC's 13F filing for Q2 2019, filed 10 Jul 2019.