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

WealthPLAN 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
2023
Q3 		– Sell
-674
Closed -$27.9K – 1193
2023
Q2 		$27.9K Sell
674
-130
-16% -$5.17K ﹤0.01% 613
2023
Q1 		$32.5K Buy
+804
New +$32.6K ﹤0.01% 634
2016
Q3 		$51.7K Hold
2,196
– – 0.02% 328
2016
Q2 		$43.2K Buy
+2,196
New +$51.1K 0.01% 984
2015
Q4 		$43.8K Buy
+2,016
New +$44.8K 0.01% 665

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return