Capstone Financial Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Capstone Financial Group’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 Q3	$32K	Buy	+1,000	New	+$31.1K	0.02%	138

Other funds holding XLB

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

Capstone Financial Group's XLB Position: Q3 2020 in Review

Capstone Financial Group opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q3 2020: 1,000 shares worth $32K. The stake represents 0.02% of the portfolio and ranks #138 among its holdings.

511 funds tracked by Wall St. Rank hold XLB as of Q3 2020.

Capstone Financial Group held 1,000 shares of State Street Materials Select Sector SPDR ETF worth $32K as of Q3 2020.
State Street Materials Select Sector SPDR ETF was a new Capstone Financial Group position in Q3 2020.
State Street Materials Select Sector SPDR ETF made up 0.02% of Capstone Financial Group's portfolio in Q3 2020, its #138 holding.
511 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.