Cedar Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Cedar Wealth Management’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	–	Sell	-350	Closed	-$16.9K	–	263
2024 Q3	$16.9K	Hold	350	–	–	0.01%	200
2024 Q2	$15.5K	Hold	350	–	–	0.01%	215
2024 Q1	$16.3K	Hold	350	–	–	0.01%	231
2023 Q4	$15K	Buy	+350	New	+$14K	0.01%	214
2022 Q2	–	Sell	-190	Closed	-$8K	–	378
2022 Q1	$8K	Hold	190	–	–	﹤0.01%	302
2021 Q4	$9K	Hold	190	–	–	﹤0.01%	291
2021 Q3	$8K	Hold	190	–	–	﹤0.01%	236
2021 Q2	$8K	Buy	+190	New	+$8K	﹤0.01%	239

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

CIBC World Market

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

BNP Paribas Financial Markets

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

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