H.L. Ormond & Company’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

H.L. Ormond & Company’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 Q2	–	Sell	-5,442	Closed	-$240K	–	105
2022 Q1	$240K	Hold	5,442	–	–	0.29%	91
2021 Q4	$229K	Buy	+5,442	New	+$235K	0.27%	96

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

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

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

H.L. Ormond & Company's XLB Position: Q2 2022 in Review

H.L. Ormond & Company sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2022, closing a stake of 5,442 shares — an estimated $240K sold.

H.L. Ormond & Company first reported a position in XLB in Q4 2021 and held it in 2 quarters. The position peaked at $240K in Q1 2022. 767 funds tracked by Wall St. Rank hold XLB as of Q2 2022.

H.L. Ormond & Company reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
H.L. Ormond & Company sold 5,442 State Street Materials Select Sector SPDR ETF shares in Q2 2022, an estimated $240K.
H.L. Ormond & Company first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
H.L. Ormond & Company's State Street Materials Select Sector SPDR ETF position peaked at $240K in Q1 2022.
767 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2022.

Based on H.L. Ormond & Company's 13F filing for Q2 2022, filed 12 Aug 2022.