SI
XLB icon

Stephens Inc’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Stephens Inc’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
Q4 		– Sell
-6,496
Closed -$257K – 1421
2021
Q3 		$257K Buy
6,496
+18
+0.3% +$748 ﹤0.01% 1107
2021
Q2 		$267K Buy
6,478
+18
+0.3% +$758 ﹤0.01% 1089
2021
Q1 		$255K Buy
6,460
+18
+0.3% +$679 ﹤0.01% 1069
2020
Q4 		$233K Buy
+6,442
New +$221K ﹤0.01% 1032
2020
Q3 		– Sell
-7,226
Closed -$204K – 1226
2020
Q2 		$204K Buy
+7,226
New +$190K ﹤0.01% 971

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return