Princeton Capital Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Princeton Capital 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
2019 Q4	–	Sell	-110	Closed	-$3K	–	231
2019 Q3	$3K	Hold	110	–	–	﹤0.01%	234
2019 Q2	$3K	Hold	110	–	–	﹤0.01%	234
2019 Q1	$3K	Hold	110	–	–	﹤0.01%	224
2018 Q4	$3K	Hold	110	–	–	﹤0.01%	238
2018 Q3	$3K	Hold	110	–	–	﹤0.01%	250
2018 Q2	$3K	Hold	110	–	–	﹤0.01%	280
2018 Q1	$3K	Buy	+110	New	+$3.33K	﹤0.01%	275

Other funds holding XLB

Bank of America

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

Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIBC World Markets New York $19.9B AUM

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return