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

Truvestments Capital’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
2024 Q4	–	Sell	-44	Closed	-$2.12K	–	1061
2024 Q3	$2.12K	Buy	+44	New	+$2.01K	﹤0.01%	790
2024 Q1	–	Sell	-156	Closed	-$6.69K	–	890
2023 Q4	$6.69K	Buy	+156	New	+$6.24K	﹤0.01%	559
2019 Q4	–	Sell	-150	Closed	-$4K	–	601
2019 Q3	$4K	Hold	150	–	–	﹤0.01%	611
2019 Q2	$4K	Hold	150	–	–	﹤0.01%	651
2019 Q1	$4K	Buy	+150	New	+$4.04K	﹤0.01%	633
2018 Q3	$4K	Buy	+150	New	+$4.42K	﹤0.01%	762

Other funds holding XLB

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

Bank of America

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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

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

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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