Meristem Family Wealth’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Meristem Family Wealth’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	$210K	Sell	4,770 -2,198	-32%	-$93.7K	0.02%	321
2021 Q4	$316K	Hold	6,968	–	–	0.03%	292
2021 Q3	$276K	Buy	+6,968	New	+$290K	0.03%	330

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

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

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

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

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

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

Meristem Family Wealth's XLB Position: Q1 2022 in Review

Meristem Family Wealth reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 32% in Q1 2022, selling an estimated $93.7K and leaving 4,770 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #321.

Meristem Family Wealth first reported a position in XLB in Q3 2021 and has held it in 3 quarters since. The position peaked at $316K in Q4 2021. 790 funds tracked by Wall St. Rank hold XLB as of Q1 2022.

Meristem Family Wealth held 4,770 shares of State Street Materials Select Sector SPDR ETF worth $210K as of Q1 2022.
Meristem Family Wealth sold 2,198 State Street Materials Select Sector SPDR ETF shares in Q1 2022, an estimated $93.7K.
State Street Materials Select Sector SPDR ETF made up 0.02% of Meristem Family Wealth's portfolio in Q1 2022, its #321 holding.
Meristem Family Wealth first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2021 and has held it in 3 quarters since.
Meristem Family Wealth's State Street Materials Select Sector SPDR ETF position peaked at $316K in Q4 2021.
790 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.