Wealthspire Advisors (Maryland)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-2,762	Closed	-$77K	–	2078
2019 Q1	$77K	Hold	2,762	–	–	0.01%	734
2018 Q4	$70K	Sell	2,762 -38	-1%	-$1.01K	0.01%	729
2018 Q3	$81K	Hold	2,800	–	–	0.01%	776
2018 Q2	$81K	Buy	2,800 +38	+1%	+$1.11K	0.01%	789
2018 Q1	$79K	Sell	2,762 -252	-8%	-$7.64K	0.01%	806
2017 Q4	$91K	Hold	3,014	–	–	0.01%	755
2017 Q3	$86K	Hold	3,014	–	–	0.01%	773
2017 Q2	$81K	Buy	3,014 +392	+15%	+$10.4K	0.01%	770
2017 Q1	$69K	Hold	2,622	–	–	0.01%	712
2016 Q4	$65K	Hold	2,622	–	–	0.01%	704
2016 Q3	$63K	Buy	2,622 +2,132	+435%	+$51.3K	0.01%	716
2016 Q2	$11K	Hold	490	–	–	﹤0.01%	1188
2016 Q1	$11K	Hold	490	–	–	﹤0.01%	1166
2015 Q4	$11K	Buy	+490	New	+$10.9K	﹤0.01%	1179

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XLB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2019, closing a stake of 2,762 shares — an estimated $77K sold.

Wealthspire Advisors (Maryland) first reported a position in XLB in Q4 2015 and held it in 14 quarters. The position peaked at $91K in Q4 2017. 462 funds tracked by Wall St. Rank hold XLB as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,762 State Street Materials Select Sector SPDR ETF shares in Q2 2019, an estimated $77K.
Wealthspire Advisors (Maryland) first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s State Street Materials Select Sector SPDR ETF position peaked at $91K in Q4 2017.
462 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.