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

WFG 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
2017 Q2	$207K	Buy	7,684 +162	+2%	+$4.3K	0.05%	362
2017 Q1	$197K	Buy	7,522 +1,932	+35%	+$50.2K	0.05%	344
2016 Q4	$139K	Buy	5,590 +4,304	+335%	+$104K	0.03%	453
2016 Q3	$31K	Sell	1,286 -400	-24%	-$9.63K	0.01%	832
2016 Q2	$39K	Buy	1,686 +600	+55%	+$14K	0.01%	758
2016 Q1	$24K	Hold	1,086	–	–	0.01%	844
2015 Q4	$24K	Buy	1,086 +886	+443%	+$19.7K	0.01%	849
2015 Q3	$4K	Sell	200 -526	-72%	-$11.7K	﹤0.01%	1317
2015 Q2	$18K	Buy	726 +366	+102%	+$9.2K	0.01%	1015
2015 Q1	$9K	Buy	360 +358	+17,900%	+$8.86K	﹤0.01%	1247
2014 Q4	$0	Sell	2 -4,510	-100%	-$109K	﹤0.01%	2258
2014 Q3	$112K	Buy	4,512 +10	+0.2%	+$250	0.02%	624
2014 Q2	$112K	Sell	4,502 -1,402	-24%	-$33.8K	0.02%	623
2014 Q1	$140K	Sell	5,904 -236,562	-98%	-$5.44M	0.03%	523
2013 Q4	$5.6M	Buy	242,466 +12,760	+6%	+$280K	0.8%	20
2013 Q3	$4.83M	Buy	229,706 +56,896	+33%	+$1.16M	0.75%	20
2013 Q2	$3.31M	Buy	+172,810	New	+$3.42M	0.55%	32

Other funds holding XLB

SGI

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WFG Advisors's XLB Position: Q2 2017 in Review

WFG Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 2.2% in Q2 2017, buying an estimated $4.3K and bringing the position to 7,684 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #362.

WFG Advisors first reported a position in XLB in Q2 2013 and has held it in 17 quarters since. The position peaked at $5.6M in Q4 2013. 402 funds tracked by Wall St. Rank hold XLB as of Q2 2017.

WFG Advisors held 7,684 shares of State Street Materials Select Sector SPDR ETF worth $207K as of Q2 2017.
WFG Advisors bought 162 State Street Materials Select Sector SPDR ETF shares in Q2 2017, an estimated $4.3K.
State Street Materials Select Sector SPDR ETF made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #362 holding.
WFG Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's State Street Materials Select Sector SPDR ETF position peaked at $5.6M in Q4 2013.
402 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.