Vickerman & Driscoll Financial Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Vickerman & Driscoll Financial 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 Q1	–	Sell	-7,570	Closed	-$232K	–	75
2019 Q4	$232K	Sell	7,570 -2,726	-26%	-$80.5K	0.12%	66
2019 Q3	$300K	Hold	10,296	–	–	0.16%	68
2019 Q2	$301K	Sell	10,296 -114	-1%	-$3.22K	0.17%	68
2019 Q1	$289K	Sell	10,410 -28	-0.3%	-$755	0.16%	68
2018 Q4	$264K	Sell	10,438 -3,392	-25%	-$90.5K	0.21%	64
2018 Q3	$401K	Sell	13,830 -1,622	-10%	-$47.8K	0.28%	62
2018 Q2	$449K	Sell	15,452 -260	-2%	-$7.62K	0.33%	59
2018 Q1	$447K	Sell	15,712 -168	-1%	-$5.09K	0.33%	68
2017 Q4	$481K	Buy	+15,880	New	+$467K	0.38%	66

Other funds holding XLB

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's XLB Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2020, closing a stake of 7,570 shares — an estimated $232K sold.

Vickerman & Driscoll Financial Advisors first reported a position in XLB in Q4 2017 and held it in 9 quarters. The position peaked at $481K in Q4 2017. 409 funds tracked by Wall St. Rank hold XLB as of Q1 2020.

Vickerman & Driscoll Financial Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 7,570 State Street Materials Select Sector SPDR ETF shares in Q1 2020, an estimated $232K.
Vickerman & Driscoll Financial Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and held it in 9 quarters.
Vickerman & Driscoll Financial Advisors's State Street Materials Select Sector SPDR ETF position peaked at $481K in Q4 2017.
409 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.