STAR Financial Bank’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

STAR Financial Bank’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
2023 Q4	–	Sell	-11,006	Closed	-$432K	–	92
2023 Q3	$432K	Sell	11,006 -934	-8%	-$38.4K	0.44%	57
2023 Q2	$495K	Hold	11,940	–	–	0.46%	53
2023 Q1	$482K	Sell	11,940 -1,334	-10%	-$54K	0.47%	55
2022 Q4	$516K	Buy	+13,274	New	+$510K	0.51%	50

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

STAR Financial Bank's XLB Position: Q4 2023 in Review

STAR Financial Bank sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2023, closing a stake of 11,006 shares — an estimated $432K sold.

STAR Financial Bank first reported a position in XLB in Q4 2022 and held it in 4 quarters. The position peaked at $516K in Q4 2022. 797 funds tracked by Wall St. Rank hold XLB as of Q4 2023.

STAR Financial Bank reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
STAR Financial Bank sold 11,006 State Street Materials Select Sector SPDR ETF shares in Q4 2023, an estimated $432K.
STAR Financial Bank first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and held it in 4 quarters.
STAR Financial Bank's State Street Materials Select Sector SPDR ETF position peaked at $516K in Q4 2022.
797 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2023.

Based on STAR Financial Bank's 13F filing for Q4 2023, filed 13 Feb 2024.