Naples Money Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Naples Money 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
2024 Q3	$3.85K	Hold	80	–	–	﹤0.01%	247
2024 Q2	$3.48K	Hold	80	–	–	﹤0.01%	264
2024 Q1	$3.72K	Hold	80	–	–	﹤0.01%	261
2023 Q4	$3.42K	Buy	+80	New	+$3.2K	﹤0.01%	282

Other funds holding XLB

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

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

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Naples Money Management's XLB Position: Q3 2024 in Review

Naples Money Management held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q3 2024 at 80 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Naples Money Management first reported a position in XLB in Q4 2023 and has held it in 4 quarters since. 799 funds tracked by Wall St. Rank hold XLB as of Q3 2024.

Naples Money Management held 80 shares of State Street Materials Select Sector SPDR ETF worth $3.85K as of Q3 2024.
Naples Money Management left its State Street Materials Select Sector SPDR ETF share count unchanged in Q3 2024.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #247 holding.
Naples Money Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
799 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.