LifePro Asset Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

LifePro 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
2023 Q4	–	Sell	-9,838	Closed	-$386K	–	126
2023 Q3	$386K	Buy	9,838 +1,036	+12%	+$42.5K	0.32%	64
2023 Q2	$365K	Buy	8,802 +1,890	+27%	+$75.2K	0.28%	71
2023 Q1	$268K	Hold	6,912	–	–	0.19%	89
2022 Q4	$268K	Buy	+6,912	New	+$265K	0.2%	88

Other funds holding XLB

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

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

Goldman Sachs New York $871B AUM 31.28% 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

MIFH

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

LifePro Asset Management's XLB Position: Q4 2023 in Review

LifePro Asset Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2023, closing a stake of 9,838 shares — an estimated $386K sold.

LifePro Asset Management first reported a position in XLB in Q4 2022 and held it in 4 quarters. The position peaked at $386K in Q3 2023. 797 funds tracked by Wall St. Rank hold XLB as of Q4 2023.

LifePro Asset Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
LifePro Asset Management sold 9,838 State Street Materials Select Sector SPDR ETF shares in Q4 2023, an estimated $386K.
LifePro Asset Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and held it in 4 quarters.
LifePro Asset Management's State Street Materials Select Sector SPDR ETF position peaked at $386K in Q3 2023.
797 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2023.

Based on LifePro Asset Management's 13F filing for Q4 2023, filed 15 Feb 2024.