Wealthstreet Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Wealthstreet Investment Advisors’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
2020 Q1	–	Sell	-7,398	Closed	-$227K	–	349
2019 Q4	$227K	Buy	7,398 +192	+3%	+$5.67K	0.03%	319
2019 Q3	$212K	Sell	7,206 -252	-3%	-$7.27K	0.03%	317
2019 Q2	$218K	Buy	7,458 +18	+0.2%	+$508	0.03%	322
2019 Q1	$206K	Buy	+7,440	New	+$201K	0.03%	325
2018 Q4	–	Sell	-7,410	Closed	-$215K	–	349
2018 Q3	$215K	Buy	7,410 +18	+0.2%	+$531	0.03%	330
2018 Q2	$215K	Sell	7,392 -22	-0.3%	-$645	0.03%	324
2018 Q1	$211K	Sell	7,414 -102	-1%	-$3.09K	0.03%	322
2017 Q4	$227K	Buy	+7,516	New	+$221K	0.03%	312

Other funds holding XLB

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthstreet Investment Advisors's XLB Position: Q1 2020 in Review

Wealthstreet Investment Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2020, closing a stake of 7,398 shares — an estimated $227K sold.

Wealthstreet Investment Advisors first reported a position in XLB in Q4 2017 and held it in 8 quarters. The position peaked at $227K in Q4 2019. 409 funds tracked by Wall St. Rank hold XLB as of Q1 2020.

Wealthstreet Investment Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Wealthstreet Investment Advisors sold 7,398 State Street Materials Select Sector SPDR ETF shares in Q1 2020, an estimated $227K.
Wealthstreet Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and held it in 8 quarters.
Wealthstreet Investment Advisors's State Street Materials Select Sector SPDR ETF position peaked at $227K in Q4 2019.
409 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2020, filed 1 May 2020.