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

Dogwood 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
Q3 		– Sell
-12
Closed -$530 – 617
2024
Q2 		$530 Buy
+12
New +$542 ﹤0.01% 234

Other funds holding XLB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Dogwood Wealth Management's XLB Position: Q3 2024 in Review

Dogwood Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2024, closing a stake of 12 shares — an estimated $530 sold.

Dogwood Wealth Management first reported a position in XLB in Q2 2024 and held it in 1 quarter. The position peaked at $530 in Q2 2024. 800 funds tracked by Wall St. Rank hold XLB as of Q3 2024.

  • Dogwood Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 12 State Street Materials Select Sector SPDR ETF shares in Q3 2024, an estimated $530.
  • Dogwood Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2024 and held it in 1 quarter.
  • Dogwood Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $530 in Q2 2024.
  • 800 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2024.

Based on Dogwood Wealth Management's 13F filing for Q3 2024, filed 28 Feb 2025.