Coury Firm Asset Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Coury Firm Asset 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
2022 Q1	–	Sell	-25,820	Closed	-$1.17M	–	70
2021 Q4	$1.17M	Buy	+25,820	New	+$1.12M	0.89%	19

Other funds holding XLB

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Coury Firm Asset Management's XLB Position: Q1 2022 in Review

Coury Firm Asset Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2022, closing a stake of 25,820 shares — an estimated $1.17M sold.

Coury Firm Asset Management first reported a position in XLB in Q4 2021 and held it in 1 quarter. The position peaked at $1.17M in Q4 2021. 790 funds tracked by Wall St. Rank hold XLB as of Q1 2022.

Coury Firm Asset Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Coury Firm Asset Management sold 25,820 State Street Materials Select Sector SPDR ETF shares in Q1 2022, an estimated $1.17M.
Coury Firm Asset Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
Coury Firm Asset Management's State Street Materials Select Sector SPDR ETF position peaked at $1.17M in Q4 2021.
790 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2022.

Based on Coury Firm Asset Management's 13F filing for Q1 2022, filed 16 May 2022.