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

Forward 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
2021
Q1 		– Sell
-427,840
Closed -$15.5M – 29
2020
Q4 		$15.5M Buy
+427,840
New +$14.6M 2.79% 7
2018
Q2 		– Sell
-27,836
Closed -$792K – 191
2018
Q1 		$792K Sell
27,836
-53,282
-66% -$1.62M 0.12% 111
2017
Q4 		$2.46M Sell
81,118
-57,062
-41% -$1.68M 0.28% 45
2017
Q3 		$3.92M Buy
138,180
+129,350
+1,465% +$3.56M 0.44% 39
2017
Q2 		$238K Sell
8,830
-150,514
-94% -$4M 0.02% 169
2017
Q1 		$4.18M Buy
+159,344
New +$4.14M 0.35% 41
2014
Q2 		– Sell
-1,114
Closed -$26K – 381
2014
Q1 		$26K Buy
+1,114
New +$25.6K ﹤0.01% 335

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return