WR Wealth Planners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

WR Wealth Planners’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
2024 Q4	$2.27K	Hold	54	–	–	﹤0.01%	836
2024 Q3	$2.6K	Hold	54	–	–	﹤0.01%	854
2024 Q2	$2.38K	Hold	54	–	–	﹤0.01%	857
2024 Q1	$2.51K	Buy	+54	New	+$2.32K	﹤0.01%	835
2023 Q4	–	Sell	-714	Closed	-$28K	–	871
2023 Q3	$28K	Hold	714	–	–	0.01%	388
2023 Q2	$29.6K	Buy	714 +564	+376%	+$22.4K	0.01%	384
2023 Q1	$6.05K	Buy	150 +102	+213%	+$4.13K	﹤0.01%	652
2022 Q4	$1.86K	Hold	48	–	–	﹤0.01%	395
2022 Q3	$1.63K	Hold	48	–	–	﹤0.01%	399
2022 Q2	$1.77K	Hold	48	–	–	﹤0.01%	423
2022 Q1	$2.12K	Buy	+48	New	+$2.05K	﹤0.01%	426

Other funds holding XLB

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

WR Wealth Planners's XLB Position: Q4 2024 in Review

WR Wealth Planners held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q4 2024 at 54 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

WR Wealth Planners first reported a position in XLB in Q1 2022 and has held it in 11 quarters since. The position peaked at $29.6K in Q2 2023. 814 funds tracked by Wall St. Rank hold XLB as of Q4 2024.

WR Wealth Planners held 54 shares of State Street Materials Select Sector SPDR ETF worth $2.27K as of Q4 2024.
WR Wealth Planners left its State Street Materials Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #836 holding.
WR Wealth Planners first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's State Street Materials Select Sector SPDR ETF position peaked at $29.6K in Q2 2023.
814 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.