Wealthcare Advisory Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Wealthcare Advisory Partners’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
2022 Q2	–	Sell	-4,808	Closed	-$212K	–	623
2022 Q1	$212K	Sell	4,808 -168	-3%	-$7.17K	0.01%	508
2021 Q4	$225K	Sell	4,976 -884	-15%	-$38.2K	0.01%	516
2021 Q3	$232K	Buy	5,860 +654	+13%	+$27.2K	0.02%	484
2021 Q2	$214K	Buy	5,206 +1,322	+34%	+$55.7K	0.01%	509
2021 Q1	$153K	Buy	+3,884	New	+$147K	0.01%	545
2020 Q2	–	Sell	-1,500	Closed	-$34K	–	1379
2020 Q1	$34K	Buy	1,500 +212	+16%	+$5.82K	0.01%	594
2019 Q4	$40K	Buy	1,288 +502	+64%	+$14.8K	0.01%	598
2019 Q3	$23K	Buy	786 +2	+0.3%	+$58	﹤0.01%	716
2019 Q2	$23K	Buy	784 +4	+0.5%	+$113	﹤0.01%	694
2019 Q1	$22K	Buy	780 +2	+0.3%	+$54	﹤0.01%	641
2018 Q4	$20K	Buy	778 +4	+0.5%	+$107	﹤0.01%	631
2018 Q3	$22K	Buy	774 +4	+0.5%	+$118	﹤0.01%	651
2018 Q2	$22K	Buy	770 +156	+25%	+$4.57K	﹤0.01%	652
2018 Q1	$17K	Sell	614 -596	-49%	-$18.1K	﹤0.01%	630
2017 Q4	$37K	Buy	1,210 +602	+99%	+$17.7K	0.01%	427
2017 Q3	$17K	Buy	+608	New	+$16.7K	0.01%	457

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthcare Advisory Partners's XLB Position: Q2 2022 in Review

Wealthcare Advisory Partners sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2022, closing a stake of 4,808 shares — an estimated $212K sold.

Wealthcare Advisory Partners first reported a position in XLB in Q3 2017 and held it in 16 quarters. The position peaked at $232K in Q3 2021. 766 funds tracked by Wall St. Rank hold XLB as of Q2 2022.

Wealthcare Advisory Partners reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,808 State Street Materials Select Sector SPDR ETF shares in Q2 2022, an estimated $212K.
Wealthcare Advisory Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2017 and held it in 16 quarters.
Wealthcare Advisory Partners's State Street Materials Select Sector SPDR ETF position peaked at $232K in Q3 2021.
766 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2022, filed 15 Aug 2022.