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 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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

WealthPLAN Partners's XLB Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2023, closing a stake of 674 shares — an estimated $27.9K sold.

WealthPLAN Partners first reported a position in XLB in Q4 2015 and held it in 5 quarters. The position peaked at $51.7K in Q3 2016. 735 funds tracked by Wall St. Rank hold XLB as of Q3 2023.

WealthPLAN Partners reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 674 State Street Materials Select Sector SPDR ETF shares in Q3 2023, an estimated $27.9K.
WealthPLAN Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2015 and held it in 5 quarters.
WealthPLAN Partners's State Street Materials Select Sector SPDR ETF position peaked at $51.7K in Q3 2016.
735 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.