National Planning Corporation’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

National Planning Corporation’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
2017 Q4	–	Sell	-8,966	Closed	-$255K	–	632
2017 Q3	$255K	Buy	8,966 +1,560	+21%	+$42.9K	0.02%	563
2017 Q2	$201K	Sell	7,406 -8,478	-53%	-$225K	0.02%	684
2017 Q1	$416K	Buy	15,884 +872	+6%	+$22.6K	0.03%	432
2016 Q4	$390K	Buy	+15,012	New	+$364K	0.03%	429
2015 Q1	–	Sell	-4,366	Closed	-$104K	–	2072
2014 Q4	$104K	Buy	+4,366	New	+$106K	0.01%	911
2014 Q1	–	Sell	-27,804	Closed	-$642K	–	749
2013 Q4	$642K	Sell	27,804 -2,174	-7%	-$47.8K	0.06%	310
2013 Q3	$632K	Sell	29,978 -12,572	-30%	-$257K	0.06%	299
2013 Q2	$800K	Buy	+42,550	New	+$841K	0.1%	213

Other funds holding XLB

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

National Planning Corporation's XLB Position: Q4 2017 in Review

National Planning Corporation sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2017, closing a stake of 8,966 shares — an estimated $255K sold.

National Planning Corporation first reported a position in XLB in Q2 2013 and held it in 8 quarters. The position peaked at $800K in Q2 2013. 462 funds tracked by Wall St. Rank hold XLB as of Q4 2017.

National Planning Corporation reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 8,966 State Street Materials Select Sector SPDR ETF shares in Q4 2017, an estimated $255K.
National Planning Corporation first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2013 and held it in 8 quarters.
National Planning Corporation's State Street Materials Select Sector SPDR ETF position peaked at $800K in Q2 2013.
462 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.