Founders Capital Management (Texas)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Founders Capital Management (Texas)’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 Q4	–	Sell	-412	Closed	-$14K	–	400
2022 Q3	$14K	Buy	412 +2	+0.5%	+$75	0.01%	262
2022 Q2	$15K	Buy	410 +4	+1%	+$167	0.01%	269
2022 Q1	$18K	Hold	406	–	–	0.01%	227
2021 Q4	$18K	Buy	406 +2	+0.5%	+$86	0.01%	227
2021 Q3	$16K	Buy	404 +2	+0.5%	+$83	0.01%	237
2021 Q2	$17K	Buy	+402	New	+$16.9K	0.01%	226

Other funds holding XLB

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

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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Founders Capital Management (Texas)'s XLB Position: Q4 2022 in Review

Founders Capital Management (Texas) sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2022, closing a stake of 412 shares — an estimated $14K sold.

Founders Capital Management (Texas) first reported a position in XLB in Q2 2021 and held it in 6 quarters. The position peaked at $18K in Q1 2022. 749 funds tracked by Wall St. Rank hold XLB as of Q4 2022.

Founders Capital Management (Texas) reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Founders Capital Management (Texas) sold 412 State Street Materials Select Sector SPDR ETF shares in Q4 2022, an estimated $14K.
Founders Capital Management (Texas) first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and held it in 6 quarters.
Founders Capital Management (Texas)'s State Street Materials Select Sector SPDR ETF position peaked at $18K in Q1 2022.
749 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2022.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2022, filed 9 Jan 2023.