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

GYL Financial Synergies’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 Q1	–	Sell	-12,020	Closed	-$545K	–	231
2021 Q4	$545K	Buy	12,020 +230	+2%	+$9.93K	0.15%	112
2021 Q3	$466K	Buy	11,790 +86	+0.7%	+$3.58K	0.24%	108
2021 Q2	$482K	Buy	11,704 +262	+2%	+$11K	0.25%	103
2021 Q1	$451K	Buy	+11,442	New	+$432K	0.25%	106
2019 Q2	–	Sell	-9,452	Closed	-$262K	–	166
2019 Q1	$262K	Buy	+9,452	New	+$255K	0.15%	120

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

GYL Financial Synergies's XLB Position: Q1 2022 in Review

GYL Financial Synergies sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2022, closing a stake of 12,020 shares — an estimated $545K sold.

GYL Financial Synergies first reported a position in XLB in Q1 2019 and held it in 5 quarters. The position peaked at $545K in Q4 2021. 790 funds tracked by Wall St. Rank hold XLB as of Q1 2022.

GYL Financial Synergies reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
GYL Financial Synergies sold 12,020 State Street Materials Select Sector SPDR ETF shares in Q1 2022, an estimated $545K.
GYL Financial Synergies first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2019 and held it in 5 quarters.
GYL Financial Synergies's State Street Materials Select Sector SPDR ETF position peaked at $545K in Q4 2021.
790 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2022.

Based on GYL Financial Synergies's 13F filing for Q1 2022, filed 5 May 2022.