KFS
XLB icon

Kaizen Financial Strategies’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Kaizen Financial Strategies’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
Q4 		– Sell
-5,436
Closed -$262K – 148
2024
Q3 		$262K Buy
5,436
+4
+0.1% +$182 0.15% 111
2024
Q2 		$248K Buy
5,432
+1,002
+23% +$45.3K 0.15% 108
2024
Q1 		$206K Buy
+4,430
New +$191K 0.14% 119
2023
Q2 		– Sell
-5,304
Closed -$214K – 122
2023
Q1 		$214K Sell
5,304
-496
-9% -$20.1K 0.21% 95
2022
Q4 		$243K Buy
+5,800
New +$223K 0.24% 97
2022
Q3 		– Sell
-7,316
Closed -$269K – 138
2022
Q2 		$269K Sell
7,316
-90
-1% -$3.77K 0.27% 87
2022
Q1 		$326K Sell
7,406
-18,822
-72% -$803K 0.26% 92
2021
Q4 		$1.19M Sell
26,228
-1,322
-5% -$57.1K 0.89% 31
2021
Q3 		$1.09M Buy
+27,550
New +$1.15M 0.88% 27
2021
Q1 		$449K Sell
11,388
-7,594
-40% -$287K 0.43% 71
2020
Q4 		$687K Buy
+18,982
New +$650K 0.76% 40

Other funds holding XLB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return