Cascadia Advisory Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Cascadia Advisory Services’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	$2.16M	Buy	+67,900	New	+$2.11M	0.61%	40

Other funds holding XLB

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

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

Cascadia Advisory Services's XLB Position: Q3 2020 in Review

Cascadia Advisory Services opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q3 2020: 67,900 shares worth $2.16M. The stake represents 0.61% of the portfolio and ranks #40 among its holdings.

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

Cascadia Advisory Services held 67,900 shares of State Street Materials Select Sector SPDR ETF worth $2.16M as of Q3 2020.
State Street Materials Select Sector SPDR ETF was a new Cascadia Advisory Services position in Q3 2020.
State Street Materials Select Sector SPDR ETF made up 0.61% of Cascadia Advisory Services's portfolio in Q3 2020, its #40 holding.
511 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.