IFG Advisory’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

IFG Advisory’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
2024 Q3	–	Sell	-9,714	Closed	-$429K	–	631
2024 Q2	$429K	Buy	+9,714	New	+$439K	0.03%	428

Other funds holding XLB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

IFG Advisory's XLB Position: Q3 2024 in Review

IFG Advisory sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2024, closing a stake of 9,714 shares — an estimated $429K sold.

IFG Advisory first reported a position in XLB in Q2 2024 and held it in 1 quarter. The position peaked at $429K in Q2 2024. 798 funds tracked by Wall St. Rank hold XLB as of Q3 2024.

IFG Advisory reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
IFG Advisory sold 9,714 State Street Materials Select Sector SPDR ETF shares in Q3 2024, an estimated $429K.
IFG Advisory first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2024 and held it in 1 quarter.
IFG Advisory's State Street Materials Select Sector SPDR ETF position peaked at $429K in Q2 2024.
798 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2024.

Based on IFG Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.