Lake Point Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Lake Point Wealth 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 Q2	$4K	Buy	98 +46	+88%	+$1.93K	﹤0.01%	262
2022 Q1	$2K	Hold	52	–	–	﹤0.01%	359
2021 Q4	$2K	Hold	52	–	–	﹤0.01%	362
2021 Q3	$2K	Hold	52	–	–	﹤0.01%	342
2021 Q2	$2K	Buy	+52	New	+$2.19K	﹤0.01%	355
2020 Q1	$1K	Hold	52	–	–	﹤0.01%	365
2019 Q4	$2K	Buy	+52	New	+$1.54K	﹤0.01%	523
2019 Q2	$2K	Hold	52	–	–	﹤0.01%	561
2019 Q1	$2K	Hold	52	–	–	﹤0.01%	559
2018 Q4	$1K	Buy	+52	New	+$1.39K	﹤0.01%	789

Other funds holding XLB

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return