Kings Point Capital Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Kings Point 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 Q1	$625K	Buy	14,188 +796	+6%	+$34K	0.05%	125
2021 Q4	$607K	Buy	13,392 +10,132	+311%	+$438K	0.05%	138
2021 Q3	$129K	Buy	3,260 +800	+33%	+$33.3K	0.01%	244
2021 Q2	$101K	Hold	2,460	–	–	0.01%	274
2021 Q1	$97K	Hold	2,460	–	–	0.01%	268
2020 Q4	$89K	Hold	2,460	–	–	0.01%	262
2020 Q3	$78K	Hold	2,460	–	–	0.01%	263
2020 Q2	$69K	Hold	2,460	–	–	0.01%	249
2020 Q1	$55K	Hold	2,460	–	–	0.01%	272
2019 Q4	$76K	Hold	2,460	–	–	0.01%	266
2019 Q3	$72K	Hold	2,460	–	–	0.01%	256
2019 Q2	$72K	Hold	2,460	–	–	0.01%	218
2019 Q1	$68K	Hold	2,460	–	–	0.01%	207
2018 Q4	$62K	Buy	2,460 +2,002	+437%	+$53.4K	0.01%	201
2018 Q3	$13K	Hold	458	–	–	﹤0.01%	344
2018 Q2	$13K	Hold	458	–	–	﹤0.01%	350
2018 Q1	$13K	Hold	458	–	–	﹤0.01%	348
2017 Q4	$14K	Buy	458 +2	+0.4%	+$59	﹤0.01%	346
2017 Q3	$13K	Hold	456	–	–	﹤0.01%	341
2017 Q2	$12K	Buy	+456	New	+$12.1K	﹤0.01%	326

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Kings Point Capital Management's XLB Position: Q1 2022 in Review

Kings Point Capital Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 5.9% in Q1 2022, buying an estimated $34K and bringing the position to 14,188 shares worth $625K. The position accounts for 0.05% of the portfolio, ranked #125.

Kings Point Capital Management first reported a position in XLB in Q2 2017 and has held it in 20 quarters since. 790 funds tracked by Wall St. Rank hold XLB as of Q1 2022.

Kings Point Capital Management held 14,188 shares of State Street Materials Select Sector SPDR ETF worth $625K as of Q1 2022.
Kings Point Capital Management bought 796 State Street Materials Select Sector SPDR ETF shares in Q1 2022, an estimated $34K.
State Street Materials Select Sector SPDR ETF made up 0.05% of Kings Point Capital Management's portfolio in Q1 2022, its #125 holding.
Kings Point Capital Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2017 and has held it in 20 quarters since.
790 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.