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 $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

W.H. Cornerstone Investments's XLB Position: Q4 2024 in Review

W.H. Cornerstone Investments sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2024, closing a stake of 4,394 shares — an estimated $212K sold.

W.H. Cornerstone Investments first reported a position in XLB in Q4 2022 and held it in 6 quarters. The position peaked at $283K in Q4 2022. 815 funds tracked by Wall St. Rank hold XLB as of Q4 2024.

W.H. Cornerstone Investments reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
W.H. Cornerstone Investments sold 4,394 State Street Materials Select Sector SPDR ETF shares in Q4 2024, an estimated $212K.
W.H. Cornerstone Investments first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and held it in 6 quarters.
W.H. Cornerstone Investments's State Street Materials Select Sector SPDR ETF position peaked at $283K in Q4 2022.
815 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2024.

Based on W.H. Cornerstone Investments's 13F filing for Q4 2024, filed 30 Jan 2025.