WealthPlan Investment Management’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
2023
Q2
Sell
-102
Closed -$4.11K 467
2023
Q1
$4.11K Buy
+102
New +$4.13K ﹤0.01% 374

Other funds holding XLB

WealthPlan Investment Management's XLB Position: Q2 2023 in Review

WealthPlan Investment Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2023, closing a stake of 102 shares — an estimated $4.11K sold.

WealthPlan Investment Management first reported a position in XLB in Q1 2023 and held it in 1 quarter. The position peaked at $4.11K in Q1 2023. 739 funds tracked by Wall St. Rank hold XLB as of Q2 2023.

  • WealthPlan Investment Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 102 State Street Materials Select Sector SPDR ETF shares in Q2 2023, an estimated $4.11K.
  • WealthPlan Investment Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's State Street Materials Select Sector SPDR ETF position peaked at $4.11K in Q1 2023.
  • 739 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.