FineMark National Bank & Trust’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

FineMark National Bank & Trust’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	-4,582	Closed	-$221K	–	456
2024 Q3	$221K	Hold	4,582	–	–	0.01%	396
2024 Q2	$202K	Hold	4,582	–	–	0.01%	402
2024 Q1	$213K	Buy	+4,582	New	+$197K	0.01%	397
2023 Q2	–	Sell	-5,324	Closed	-$215K	–	444
2023 Q1	$215K	Sell	5,324 -490	-8%	-$19.8K	0.01%	383
2022 Q4	$226K	Sell	5,814 -10,716	-65%	-$412K	0.01%	361
2022 Q3	$562K	Buy	16,530 +396	+2%	+$14.9K	0.03%	241
2022 Q2	$594K	Sell	16,134 -492	-3%	-$20.6K	0.03%	256
2022 Q1	$733K	Buy	16,626 +3,612	+28%	+$154K	0.03%	244
2021 Q4	$590K	Buy	+13,014	New	+$562K	0.02%	281
2019 Q1	–	Sell	-8,618	Closed	-$218K	–	349
2018 Q4	$218K	Buy	+8,618	New	+$230K	0.01%	305
2015 Q3	–	Sell	-254	Closed	-$6K	–	1593
2015 Q2	$6K	Buy	254 +12	+5%	+$302	﹤0.01%	1106
2015 Q1	$6K	Buy	+242	New	+$5.99K	﹤0.01%	1110
2014 Q2	–	Sell	-1,100	Closed	-$26K	–	1455
2014 Q1	$26K	Buy	+1,100	New	+$25.3K	﹤0.01%	812

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

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

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

MMH

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

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

FineMark National Bank & Trust's XLB Position: Q4 2024 in Review

FineMark National Bank & Trust sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2024, closing a stake of 4,582 shares — an estimated $221K sold.

FineMark National Bank & Trust first reported a position in XLB in Q1 2014 and held it in 13 quarters. The position peaked at $733K in Q1 2022. 813 funds tracked by Wall St. Rank hold XLB as of Q4 2024.

FineMark National Bank & Trust reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
FineMark National Bank & Trust sold 4,582 State Street Materials Select Sector SPDR ETF shares in Q4 2024, an estimated $221K.
FineMark National Bank & Trust first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2014 and held it in 13 quarters.
FineMark National Bank & Trust's State Street Materials Select Sector SPDR ETF position peaked at $733K in Q1 2022.
813 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2024.

Based on FineMark National Bank & Trust's 13F filing for Q4 2024, filed 11 Feb 2025.