Midwest Professional Planners Ltd (MPPL)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	-63,126	Closed	-$2.7M	–	150
2023 Q4	$2.7M	Buy	+63,126	New	+$2.52M	1.08%	28
2023 Q3	–	Sell	-71,372	Closed	-$2.96M	–	130
2023 Q2	$2.96M	Buy	71,372 +19,034	+36%	+$757K	1.3%	19
2023 Q1	$2.11M	Buy	+52,338	New	+$2.12M	1.03%	27
2022 Q3	–	Sell	-51,926	Closed	-$1.91M	–	121
2022 Q2	$1.91M	Buy	+51,926	New	+$2.17M	1.08%	24
2021 Q3	–	Sell	-38,860	Closed	-$1.6M	–	122
2021 Q2	$1.6M	Buy	+38,860	New	+$1.64M	0.83%	30
2020 Q4	–	Sell	-95,854	Closed	-$3.05M	–	118
2020 Q3	$3.05M	Buy	95,854 +73,208	+323%	+$2.27M	2.15%	12
2020 Q2	$638K	Buy	+22,646	New	+$596K	0.5%	57
2019 Q1	–	Sell	-30,992	Closed	-$783K	–	100
2018 Q4	$783K	Buy	+30,992	New	+$826K	0.84%	33
2018 Q3	–	Sell	-136	Closed	-$4K	–	297
2018 Q2	$4K	Sell	136 -274	-67%	-$8.03K	﹤0.01%	281
2018 Q1	$12K	Sell	410 -2,606	-86%	-$79K	0.01%	222
2017 Q4	$91K	Buy	+3,016	New	+$88.8K	0.08%	121

Other funds holding XLB

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s XLB Position: Q1 2024 in Review

Midwest Professional Planners Ltd (MPPL) sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2024, closing a stake of 63,126 shares — an estimated $2.7M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in XLB in Q4 2017 and held it in 11 quarters. The position peaked at $3.05M in Q3 2020. 795 funds tracked by Wall St. Rank hold XLB as of Q1 2024.

Midwest Professional Planners Ltd (MPPL) reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 63,126 State Street Materials Select Sector SPDR ETF shares in Q1 2024, an estimated $2.7M.
Midwest Professional Planners Ltd (MPPL) first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and held it in 11 quarters.
Midwest Professional Planners Ltd (MPPL)'s State Street Materials Select Sector SPDR ETF position peaked at $3.05M in Q3 2020.
795 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2024.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2024, filed 9 May 2024.