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

Wipfli Financial 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
2022 Q3	$51K	Buy	+1,510	New	+$56.8K	﹤0.01%	1070

Other funds holding XLB

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wipfli Financial Advisors's XLB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q3 2022: 1,510 shares worth $51K. The stake represents ﹤0.01% of the portfolio and ranks #1070 among its holdings.

690 funds tracked by Wall St. Rank hold XLB as of Q3 2022.

Wipfli Financial Advisors held 1,510 shares of State Street Materials Select Sector SPDR ETF worth $51K as of Q3 2022.
State Street Materials Select Sector SPDR ETF was a new Wipfli Financial Advisors position in Q3 2022.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1070 holding.
690 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.