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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-9,196
Closed -$417K 135
2021
Q4
$417K Buy
9,196
+166
+2% +$7.17K 0.04% 83
2021
Q3
$357K Buy
9,030
+342
+4% +$14.2K 0.04% 87
2021
Q2
$358K Buy
+8,688
New +$366K 0.04% 83

Other funds holding XLB

TruWealth Advisors's XLB Position: Q1 2022 in Review

TruWealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2022, closing a stake of 9,196 shares — an estimated $417K sold.

TruWealth Advisors first reported a position in XLB in Q2 2021 and held it in 3 quarters. The position peaked at $417K in Q4 2021. 790 funds tracked by Wall St. Rank hold XLB as of Q1 2022.

  • TruWealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • TruWealth Advisors sold 9,196 State Street Materials Select Sector SPDR ETF shares in Q1 2022, an estimated $417K.
  • TruWealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and held it in 3 quarters.
  • TruWealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $417K in Q4 2021.
  • 790 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2022.

Based on TruWealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.