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HT Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

HT Partners’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
2016
Q1 		– Sell
-113,054
Closed -$2.39M – 46
2015
Q4 		$2.39M Buy
+113,054
New +$2.51M 1.55% 19
2014
Q4 		– Sell
-622,856
Closed -$15.1M – 41
2014
Q3 		$15.1M Buy
622,856
+175,896
+39% +$4.39M 7.64% 9
2014
Q2 		$11.1M Sell
446,960
-227,806
-34% -$5.5M 5.82% 8
2014
Q1 		$16M Buy
674,766
+226,460
+51% +$5.21M 10.42% 7
2013
Q4 		$10.4M Sell
448,306
-1,622
-0.4% -$35.7K 6.61% 7
2013
Q3 		$9.45M Buy
449,928
+169,854
+61% +$3.48M 6.11% 5
2013
Q2 		$5.37M Buy
+280,074
New +$5.54M 4.58% 11

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return