FourThought Financial’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

FourThought Financial’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 Q3	$6K	Hold	178	–	–	﹤0.01%	1157
2022 Q2	$7K	Sell	178 -1,160	-87%	-$48.5K	﹤0.01%	1113
2022 Q1	$59K	Buy	1,338 +1,160	+652%	+$49.5K	0.01%	613
2021 Q4	$8K	Hold	178	–	–	﹤0.01%	1137
2021 Q3	$7K	Hold	178	–	–	﹤0.01%	1179
2021 Q2	$7K	Hold	178	–	–	﹤0.01%	1177
2021 Q1	$7K	Hold	178	–	–	﹤0.01%	1136
2020 Q4	$6K	Buy	+178	New	+$6.09K	﹤0.01%	1126

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FourThought Financial's XLB Position: Q3 2022 in Review

FourThought Financial held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q3 2022 at 178 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

FourThought Financial first reported a position in XLB in Q4 2020 and has held it in 8 quarters since. The position peaked at $59K in Q1 2022. 691 funds tracked by Wall St. Rank hold XLB as of Q3 2022.

FourThought Financial held 178 shares of State Street Materials Select Sector SPDR ETF worth $6K as of Q3 2022.
FourThought Financial left its State Street Materials Select Sector SPDR ETF share count unchanged in Q3 2022.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1157 holding.
FourThought Financial first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's State Street Materials Select Sector SPDR ETF position peaked at $59K in Q1 2022.
691 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.