W.H. Cornerstone Investments’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

W.H. Cornerstone Investments’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	-4,394	Closed	-$212K	–	129
2024 Q3	$212K	Buy	+4,394	New	+$200K	0.14%	116
2024 Q2	–	Sell	-4,452	Closed	-$207K	–	132
2024 Q1	$207K	Buy	+4,452	New	+$191K	0.15%	129
2023 Q4	–	Sell	-5,428	Closed	-$213K	–	139
2023 Q3	$213K	Buy	5,428 +26	+0.5%	+$1.07K	0.19%	121
2023 Q2	$224K	Buy	5,402 +84	+2%	+$3.34K	0.2%	110
2023 Q1	$215K	Sell	5,318 -1,444	-21%	-$58.5K	0.2%	120
2022 Q4	$283K	Buy	+6,762	New	+$260K	0.27%	91

Other funds holding XLB

Goldman Sachs New York $871B 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 $416B 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 $61.3B AUM 39.33% 1-Year Est. Return

BNP Paribas Financial Markets

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

Wells Fargo San Francisco, California $530B 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 $62.2B AUM 31.35% 1-Year Est. Return