Moody Lynn & Lieberson’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Moody Lynn & Lieberson’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	–	Sell	-69,840	Closed	-$3.16M	–	258
2021 Q4	$3.16M	Buy	+69,840	New	+$3.02M	0.21%	80
2014 Q3	–	Sell	-21,960	Closed	-$545K	–	213
2014 Q2	$545K	Buy	+21,960	New	+$530K	0.07%	119
2013 Q4	–	Sell	-247,190	Closed	-$5.19M	–	211
2013 Q3	$5.19M	Buy	+247,190	New	+$5.06M	0.8%	56

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

Moody Lynn & Lieberson's XLB Position: Q1 2022 in Review

Moody Lynn & Lieberson sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2022, closing a stake of 69,840 shares — an estimated $3.16M sold.

Moody Lynn & Lieberson first reported a position in XLB in Q3 2013 and held it in 3 quarters. The position peaked at $5.19M in Q3 2013. 790 funds tracked by Wall St. Rank hold XLB as of Q1 2022.

Moody Lynn & Lieberson reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Moody Lynn & Lieberson sold 69,840 State Street Materials Select Sector SPDR ETF shares in Q1 2022, an estimated $3.16M.
Moody Lynn & Lieberson first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2013 and held it in 3 quarters.
Moody Lynn & Lieberson's State Street Materials Select Sector SPDR ETF position peaked at $5.19M in Q3 2013.
790 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2022.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2022, filed 27 Apr 2022.