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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

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

Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return