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High Falls Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

High Falls Advisors’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
-18,708
Closed -$770K – 129
2021
Q2 		$770K Buy
+18,708
New +$788K 0.21% 54
2021
Q1 		– Sell
-21,248
Closed -$769K – 121
2020
Q4 		$769K Buy
21,248
+326
+2% +$11.2K 0.22% 50
2020
Q3 		$1K Sell
20,922
-928
-4% -$28.8K 0.35% 39
2020
Q2 		$616K Buy
+21,850
New +$575K 0.23% 52
2016
Q4 		– Sell
-24,996
Closed -$597K – 91
2016
Q3 		$597K Buy
+24,996
New +$602K 0.22% 36

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return