YorkBridge Wealth Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-230	Closed	-$7K	–	659
2019 Q2	$7K	Hold	230	–	–	﹤0.01%	632
2019 Q1	$6K	Hold	230	–	–	﹤0.01%	645
2018 Q4	$6K	Hold	230	–	–	﹤0.01%	624
2018 Q3	$7K	Hold	230	–	–	﹤0.01%	633
2018 Q2	$7K	Hold	230	–	–	﹤0.01%	665
2018 Q1	$7K	Hold	230	–	–	﹤0.01%	659
2017 Q4	$7K	Hold	230	–	–	﹤0.01%	675
2017 Q3	$7K	Hold	230	–	–	﹤0.01%	682
2017 Q2	$6K	Hold	230	–	–	﹤0.01%	693
2017 Q1	$6K	Hold	230	–	–	﹤0.01%	680
2016 Q4	$6K	Buy	+230	New	+$5.58K	﹤0.01%	662

Other funds holding XLB

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

YorkBridge Wealth Partners's XLB Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2019, closing a stake of 230 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in XLB in Q4 2016 and held it in 11 quarters. The position peaked at $7K in Q2 2019. 445 funds tracked by Wall St. Rank hold XLB as of Q3 2019.

YorkBridge Wealth Partners reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 230 State Street Materials Select Sector SPDR ETF shares in Q3 2019, an estimated $7K.
YorkBridge Wealth Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's State Street Materials Select Sector SPDR ETF position peaked at $7K in Q2 2019.
445 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.