Glovista Investments’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Glovista Investments’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 Q3	–	Sell	-7,200	Closed	-$296K	–	121
2021 Q2	$296K	Sell	7,200 -9,600	-57%	-$404K	0.07%	92
2021 Q1	$662K	Hold	16,800	–	–	0.2%	68
2020 Q4	$608K	Buy	+16,800	New	+$575K	0.2%	85
2018 Q1	–	Sell	-206,628	Closed	-$6.25M	–	102
2017 Q4	$6.25M	Buy	+206,628	New	+$6.08M	1.24%	22
2014 Q1	–	Sell	-21,172	Closed	-$489K	–	101
2013 Q4	$489K	Buy	+21,172	New	+$465K	0.08%	51

Other funds holding XLB

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Glovista Investments's XLB Position: Q3 2021 in Review

Glovista Investments sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2021, closing a stake of 7,200 shares — an estimated $296K sold.

Glovista Investments first reported a position in XLB in Q4 2013 and held it in 5 quarters. The position peaked at $6.25M in Q4 2017. 729 funds tracked by Wall St. Rank hold XLB as of Q3 2021.

Glovista Investments reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Glovista Investments sold 7,200 State Street Materials Select Sector SPDR ETF shares in Q3 2021, an estimated $296K.
Glovista Investments first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2013 and held it in 5 quarters.
Glovista Investments's State Street Materials Select Sector SPDR ETF position peaked at $6.25M in Q4 2017.
729 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2021.

Based on Glovista Investments's 13F filing for Q3 2021, filed 12 Nov 2021.