Danda Trouve Investment Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Danda Trouve Investment 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 Q3	$0	Hold	2	–	–	﹤0.01%	132
2022 Q2	$0	Sell	2 -2	-50%	-$84	﹤0.01%	119
2022 Q1	$0	Sell	4 -28,512	-100%	-$1.22M	﹤0.01%	145
2021 Q4	$1.29M	Buy	28,516 +64	+0.2%	+$2.76K	1.46%	20
2021 Q3	$1.13M	Sell	28,452 -29,810	-51%	-$1.24M	1.36%	22
2021 Q2	$2.4M	Buy	58,262 +25,470	+78%	+$1.07M	2.85%	13
2021 Q1	$1.29M	Buy	32,792 +11,768	+56%	+$444K	1.59%	24
2020 Q4	$761K	Buy	21,024 +878	+4%	+$30.1K	0.93%	33
2020 Q3	$641K	Sell	20,146 -628	-3%	-$19.5K	0.87%	29
2020 Q2	$585K	Sell	20,774 -14	-0.1%	-$368	0.88%	25
2020 Q1	$468K	Sell	20,788 -66	-0.3%	-$1.81K	0.97%	21
2019 Q4	$640K	Buy	+20,854	New	+$616K	0.92%	26

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

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

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

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

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

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

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

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

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

Danda Trouve Investment Management's XLB Position: Q3 2022 in Review

Danda Trouve Investment Management held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q3 2022 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #132.

Danda Trouve Investment Management first reported a position in XLB in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.4M in Q2 2021. 690 funds tracked by Wall St. Rank hold XLB as of Q3 2022.

Danda Trouve Investment Management held 2 shares of State Street Materials Select Sector SPDR ETF worth $0 as of Q3 2022.
Danda Trouve Investment Management left its State Street Materials Select Sector SPDR ETF share count unchanged in Q3 2022.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Danda Trouve Investment Management's portfolio in Q3 2022, its #132 holding.
Danda Trouve Investment Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's State Street Materials Select Sector SPDR ETF position peaked at $2.4M in Q2 2021.
690 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.