Goelzer Investment Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Goelzer Investment Management’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	-5,026	Closed	-$207K	–	219
2021 Q2	$207K	Buy	+5,026	New	+$212K	0.02%	211
2020 Q1	–	Sell	-6,976	Closed	-$214K	–	256
2019 Q4	$214K	Hold	6,976	–	–	0.02%	240
2019 Q3	$203K	Buy	+6,976	New	+$201K	0.02%	247

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

Goelzer Investment Management's XLB Position: Q3 2021 in Review

Goelzer Investment Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2021, closing a stake of 5,026 shares — an estimated $207K sold.

Goelzer Investment Management first reported a position in XLB in Q3 2019 and held it in 3 quarters. The position peaked at $214K in Q4 2019. 729 funds tracked by Wall St. Rank hold XLB as of Q3 2021.

Goelzer Investment Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Goelzer Investment Management sold 5,026 State Street Materials Select Sector SPDR ETF shares in Q3 2021, an estimated $207K.
Goelzer Investment Management first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2019 and held it in 3 quarters.
Goelzer Investment Management's State Street Materials Select Sector SPDR ETF position peaked at $214K in Q4 2019.
729 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2021.

Based on Goelzer Investment Management's 13F filing for Q3 2021, filed 29 Oct 2021.