Mount Lucas Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Mount Lucas 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
2021 Q1	–	Sell	-900,000	Closed	-$17.1M	–	115
2020 Q4	$17.1M	Buy	+900,000	New	+$30.8M	3.59%	2
2015 Q1	–	Sell	-7,185,200	Closed	-$284M	–	117
2014 Q4	$284M	Buy	+7,185,200	New	+$174M	31.5%	1

Other funds holding XLB

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Mount Lucas Management's XLB Position: Q1 2023 in Review

Mount Lucas Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2023, closing a stake of 1,260 shares — an estimated $48.9K sold.

Mount Lucas Management first reported a position in XLB in Q2 2013 and held it in 31 quarters. The position peaked at $17M in Q2 2020. 753 funds tracked by Wall St. Rank hold XLB as of Q1 2023.

Mount Lucas Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Mount Lucas Management sold 1,260 State Street Materials Select Sector SPDR ETF shares in Q1 2023, an estimated $48.9K.
Mount Lucas Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2013 and held it in 31 quarters.
Mount Lucas Management's State Street Materials Select Sector SPDR ETF position peaked at $17M in Q2 2020.
753 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2023.

Based on Mount Lucas Management's 13F filing for Q1 2023, filed 12 May 2023.