Global Financial Private Capital’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Global Financial Private Capital’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
2019 Q3	–	Sell	-94	Closed	-$3K	–	460
2019 Q2	$3K	Sell	94 -36,428	-100%	-$1.03M	﹤0.01%	418
2019 Q1	$1.01M	Buy	+36,522	New	+$985K	0.05%	242
2018 Q1	–	Sell	-21,048	Closed	-$637K	–	562
2017 Q4	$637K	Sell	21,048 -446	-2%	-$13.1K	0.02%	309
2017 Q3	$610K	Buy	+21,494	New	+$592K	0.02%	290

Other funds holding XLB

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Financial Private Capital's XLB Position: Q3 2019 in Review

Global Financial Private Capital sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2019, closing a stake of 94 shares — an estimated $3K sold.

Global Financial Private Capital first reported a position in XLB in Q3 2017 and held it in 4 quarters. The position peaked at $1.01M in Q1 2019. 445 funds tracked by Wall St. Rank hold XLB as of Q3 2019.

Global Financial Private Capital reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Global Financial Private Capital sold 94 State Street Materials Select Sector SPDR ETF shares in Q3 2019, an estimated $3K.
Global Financial Private Capital first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2017 and held it in 4 quarters.
Global Financial Private Capital's State Street Materials Select Sector SPDR ETF position peaked at $1.01M in Q1 2019.
445 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2019.

Based on Global Financial Private Capital's 13F filing for Q3 2019, filed 13 Nov 2019.