FCH
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Freestone Capital Holdings’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Freestone Capital Holdings’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
2025
Q2 		– Sell
-5,300
Closed -$228K – 485
2025
Q1 		$228K Buy
5,300
+24
+0.5% +$1.05K 0.01% 398
2024
Q4 		$222K Buy
+5,276
New +$244K 0.01% 408
2024
Q2 		– Sell
-4,436
Closed -$206K – 484
2024
Q1 		$206K Buy
+4,436
New +$191K 0.01% 417
2021
Q1 		– Sell
-18
Closed -$652 – 1150
2020
Q4 		$652 Hold
18
– – ﹤0.01% 1245
2020
Q3 		$573 Buy
+18
New +$559 ﹤0.01% 1163
2013
Q4 		– Sell
-5,482
Closed -$101K – 390
2013
Q3 		$101K Buy
+5,482
New +$112K 0.02% 335

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return