Institutional & Family Asset Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Institutional & Family Asset 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
2024 Q2	$19K	Buy	430 +324	+306%	+$14.6K	﹤0.01%	341
2024 Q1	$4.92K	Buy	106 +2	+2%	+$86	﹤0.01%	497
2023 Q4	$4.45K	Hold	104	–	–	﹤0.01%	492
2023 Q3	$4.08K	Hold	104	–	–	﹤0.01%	489
2023 Q2	$4.31K	Buy	104 +2	+2%	+$80	﹤0.01%	496
2023 Q1	$4.11K	Hold	102	–	–	﹤0.01%	498
2022 Q4	$3.96K	Hold	102	–	–	﹤0.01%	497
2022 Q3	$3K	Buy	102 +8	+9%	+$301	﹤0.01%	565
2022 Q2	$3K	Sell	94 -68	-42%	-$2.85K	﹤0.01%	573
2022 Q1	$7K	Hold	162	–	–	﹤0.01%	509
2021 Q4	$7K	Sell	162 -7,036	-98%	-$304K	﹤0.01%	512
2021 Q3	$285K	Buy	7,198 +5,612	+354%	+$233K	0.05%	152
2021 Q2	$65K	Sell	1,586 -1,164	-42%	-$49K	0.01%	303
2021 Q1	$108K	Buy	+2,750	New	+$104K	0.02%	257

Other funds holding XLB

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

MIFH

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

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

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

Institutional & Family Asset Management's XLB Position: Q2 2024 in Review

Institutional & Family Asset Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 306% in Q2 2024, buying an estimated $14.6K and bringing the position to 430 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Institutional & Family Asset Management first reported a position in XLB in Q1 2021 and has held it in 14 quarters since. The position peaked at $285K in Q3 2021. 795 funds tracked by Wall St. Rank hold XLB as of Q2 2024.

Institutional & Family Asset Management held 430 shares of State Street Materials Select Sector SPDR ETF worth $19K as of Q2 2024.
Institutional & Family Asset Management bought 324 State Street Materials Select Sector SPDR ETF shares in Q2 2024, an estimated $14.6K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #341 holding.
Institutional & Family Asset Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2021 and has held it in 14 quarters since.
Institutional & Family Asset Management's State Street Materials Select Sector SPDR ETF position peaked at $285K in Q3 2021.
795 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.