HCM
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HM Capital Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

HM Capital 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
2022
Q3 		$1.9M Sell
55,750
-528
-0.9% -$19.9K 1.13% 18
2022
Q2 		$2.07M Sell
56,278
-29,594
-34% -$1.24M 1.15% 18
2022
Q1 		$3.79M Buy
85,872
+6,400
+8% +$273K 1.38% 12
2021
Q4 		$3.6M Buy
79,472
+626
+0.8% +$27K 1.37% 13
2021
Q3 		$3.12M Sell
78,846
-2,228
-3% -$92.6K 1.35% 12
2021
Q2 		$3.34M Buy
81,074
+2,206
+3% +$92.9K 1.46% 13
2021
Q1 		$3.11M Buy
78,868
+2,934
+4% +$111K 1.44% 13
2020
Q4 		$2.75M Buy
75,934
+45,606
+150% +$1.56M 1.39% 14
2020
Q3 		$965K Buy
+30,328
New +$942K 0.58% 17

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return