Lincoln National Corp’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Lincoln National Corp’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 Q1	–	Sell	-5,026	Closed	-$215K	–	1247
2023 Q4	$215K	Buy	+5,026	New	+$201K	﹤0.01%	1022
2023 Q1	–	Sell	-5,776	Closed	-$224K	–	1036
2022 Q4	$224K	Buy	+5,776	New	+$222K	0.01%	829
2022 Q1	–	Sell	-41,628	Closed	-$1.89M	–	965
2021 Q4	$1.89M	Buy	+41,628	New	+$1.8M	0.04%	232
2020 Q4	–	Sell	-7,126	Closed	-$227K	–	779
2020 Q3	$227K	Buy	+7,126	New	+$221K	0.01%	590

Other funds holding XLB

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Lincoln National Corp's XLB Position: Q1 2024 in Review

Lincoln National Corp sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2024, closing a stake of 5,026 shares — an estimated $215K sold.

Lincoln National Corp first reported a position in XLB in Q3 2020 and held it in 4 quarters. The position peaked at $1.89M in Q4 2021. 796 funds tracked by Wall St. Rank hold XLB as of Q1 2024.

Lincoln National Corp reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Lincoln National Corp sold 5,026 State Street Materials Select Sector SPDR ETF shares in Q1 2024, an estimated $215K.
Lincoln National Corp first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and held it in 4 quarters.
Lincoln National Corp's State Street Materials Select Sector SPDR ETF position peaked at $1.89M in Q4 2021.
796 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2024.

Based on Lincoln National Corp's 13F filing for Q1 2024, filed 2 May 2024.