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Westchester Capital Management (New York)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Westchester Capital Management (New York)’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
2020
Q3 		– Sell
-81,000
Closed -$2.28M – 198
2020
Q2 		$2.28M Sell
81,000
-109,000
-57% -$2.87M 0.1% 88
2020
Q1 		$4.28M Buy
+190,000
New +$5.22M 0.16% 87
2018
Q2 		– Sell
-407,600
Closed -$11.6M – 113
2018
Q1 		$11.6M Buy
407,600
+271,000
+198% +$8.22M 0.45% 30
2017
Q4 		$4.13M Buy
+136,600
New +$4.02M 0.16% 53
2014
Q1 		– Sell
-64,000
Closed -$1.48M – 166
2013
Q4 		$1.48M Hold
64,000
– – 0.02% 133
2013
Q3 		$1.34M Hold
64,000
– – 0.02% 107
2013
Q2 		$1.23M Buy
+64,000
New +$1.27M 0.02% 118

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return