Planned Solutions’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Planned Solutions’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 Q4	–	Sell	-210	Closed	-$10.1K	–	645
2024 Q3	$10.1K	Buy	+210	New	+$9.58K	﹤0.01%	448
2024 Q1	–	Sell	-210	Closed	-$8.98K	–	564
2023 Q4	$8.98K	Buy	+210	New	+$8.4K	﹤0.01%	432
2021 Q1	–	Sell	-210	Closed	-$8K	–	420
2020 Q4	$8K	Hold	210	–	–	0.01%	344
2020 Q3	$7K	Buy	+210	New	+$6.52K	0.01%	270

Other funds holding XLB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Planned Solutions's XLB Position: Q4 2024 in Review

Planned Solutions sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2024, closing a stake of 210 shares — an estimated $10.1K sold.

Planned Solutions first reported a position in XLB in Q3 2020 and held it in 4 quarters. The position peaked at $10.1K in Q3 2024. 814 funds tracked by Wall St. Rank hold XLB as of Q4 2024.

Planned Solutions reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 210 State Street Materials Select Sector SPDR ETF shares in Q4 2024, an estimated $10.1K.
Planned Solutions first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2020 and held it in 4 quarters.
Planned Solutions's State Street Materials Select Sector SPDR ETF position peaked at $10.1K in Q3 2024.
814 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.