Rikoon Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Rikoon Group’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	$276K	Buy	7,000 +860	+14%	+$32.5K	0.07%	202
2020 Q4	$222K	Buy	+6,140	New	+$210K	0.06%	212

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

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Rikoon Group's XLB Position: Q1 2021 in Review

Rikoon Group increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 14% in Q1 2021, buying an estimated $32.5K and bringing the position to 7,000 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #202.

Rikoon Group first reported a position in XLB in Q4 2020 and has held it in 2 quarters since. 705 funds tracked by Wall St. Rank hold XLB as of Q1 2021.

Rikoon Group held 7,000 shares of State Street Materials Select Sector SPDR ETF worth $276K as of Q1 2021.
Rikoon Group bought 860 State Street Materials Select Sector SPDR ETF shares in Q1 2021, an estimated $32.5K.
State Street Materials Select Sector SPDR ETF made up 0.07% of Rikoon Group's portfolio in Q1 2021, its #202 holding.
Rikoon Group first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 2 quarters since.
705 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.