DCM Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

DCM Advisors’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 Q2	–	Sell	-5,088	Closed	-$236K	–	78
2024 Q1	$236K	Hold	5,088	–	–	0.1%	70
2023 Q4	$218K	Buy	+5,088	New	+$203K	0.08%	111
2023 Q3	–	Sell	-5,088	Closed	-$211K	–	81
2023 Q2	$211K	Hold	5,088	–	–	0.09%	73
2023 Q1	$205K	Buy	+5,088	New	+$206K	0.1%	71

Other funds holding XLB

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DCM Advisors's XLB Position: Q2 2024 in Review

DCM Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2024, closing a stake of 5,088 shares — an estimated $236K sold.

DCM Advisors first reported a position in XLB in Q1 2023 and held it in 4 quarters. The position peaked at $236K in Q1 2024. 796 funds tracked by Wall St. Rank hold XLB as of Q2 2024.

DCM Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
DCM Advisors sold 5,088 State Street Materials Select Sector SPDR ETF shares in Q2 2024, an estimated $236K.
DCM Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2023 and held it in 4 quarters.
DCM Advisors's State Street Materials Select Sector SPDR ETF position peaked at $236K in Q1 2024.
796 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2024.

Based on DCM Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.