US Financial 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
2021
Q2
Sell
-5,488
Closed -$216K 139
2021
Q1
$216K Buy
+5,488
New +$207K 0.06% 139
2016
Q2
Sell
-2,276
Closed -$51K 403
2016
Q1
$51K Sell
2,276
-237,242
-99% -$4.91M 0.09% 87
2015
Q4
$5.2M Buy
239,518
+237,266
+10,536% +$5.27M 4.93% 9
2015
Q3
$45K Sell
2,252
-243,026
-99% -$5.41M 0.07% 112
2015
Q2
$5.93M Buy
245,278
+1,218
+0.5% +$30.6K 5.6% 9
2015
Q1
$5.95M Sell
244,060
-5,448
-2% -$135K 5.41% 12
2014
Q4
$6.06M Buy
+249,508
New +$6.03M 5.41% 9

Other funds holding XLB

US Financial Advisors's XLB Position: Q2 2021 in Review

US Financial Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2021, closing a stake of 5,488 shares — an estimated $216K sold.

US Financial Advisors first reported a position in XLB in Q4 2014 and held it in 7 quarters. The position peaked at $6.06M in Q4 2014. 786 funds tracked by Wall St. Rank hold XLB as of Q2 2021.

  • US Financial Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • US Financial Advisors sold 5,488 State Street Materials Select Sector SPDR ETF shares in Q2 2021, an estimated $216K.
  • US Financial Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2014 and held it in 7 quarters.
  • US Financial Advisors's State Street Materials Select Sector SPDR ETF position peaked at $6.06M in Q4 2014.
  • 786 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.