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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lake Point Wealth Management's XLB Position: Q2 2022 in Review

Lake Point Wealth Management increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 88% in Q2 2022, buying an estimated $1.93K and bringing the position to 98 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Lake Point Wealth Management first reported a position in XLB in Q4 2018 and has held it in 10 quarters since. 766 funds tracked by Wall St. Rank hold XLB as of Q2 2022.

Lake Point Wealth Management held 98 shares of State Street Materials Select Sector SPDR ETF worth $4K as of Q2 2022.
Lake Point Wealth Management bought 46 State Street Materials Select Sector SPDR ETF shares in Q2 2022, an estimated $1.93K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #262 holding.
Lake Point Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2018 and has held it in 10 quarters since.
766 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.