Stack Financial Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Stack Financial 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
2017 Q1	–	Sell	-11,032	Closed	-$274K	–	58
2016 Q4	$274K	Buy	+11,032	New	+$268K	0.03%	59

Other funds holding XLB

SGI

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

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Stack Financial Management's XLB Position: Q1 2017 in Review

Stack Financial Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2017, closing a stake of 11,032 shares — an estimated $274K sold.

Stack Financial Management first reported a position in XLB in Q4 2016 and held it in 1 quarter. The position peaked at $274K in Q4 2016. 406 funds tracked by Wall St. Rank hold XLB as of Q1 2017.

Stack Financial Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
Stack Financial Management sold 11,032 State Street Materials Select Sector SPDR ETF shares in Q1 2017, an estimated $274K.
Stack Financial Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2016 and held it in 1 quarter.
Stack Financial Management's State Street Materials Select Sector SPDR ETF position peaked at $274K in Q4 2016.
406 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2017.

Based on Stack Financial Management's 13F filing for Q1 2017, filed 5 May 2017.