Winslow Evans & Crocker’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Winslow Evans & Crocker’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 Q4	$21K	Buy	590 +210	+55%	+$7.19K	﹤0.01%	786
2020 Q3	$12K	Hold	380	–	–	﹤0.01%	724
2020 Q2	$11K	Hold	380	–	–	﹤0.01%	730
2020 Q1	$10K	Hold	380	–	–	﹤0.01%	721
2019 Q4	$12K	Sell	380 -1,380	-78%	-$40.8K	﹤0.01%	798
2019 Q3	$52K	Sell	1,760 -4,208	-71%	-$121K	0.01%	492
2019 Q2	$176K	Buy	5,968 +5,508	+1,197%	+$155K	0.05%	303
2019 Q1	$14K	Hold	460	–	–	﹤0.01%	758
2018 Q4	$12K	Hold	460	–	–	﹤0.01%	751
2018 Q3	$14K	Buy	460 +208	+83%	+$6.14K	﹤0.01%	753
2018 Q2	$8K	Sell	252 -11,204	-98%	-$328K	﹤0.01%	864
2018 Q1	$326K	Sell	11,456 -632	-5%	-$19.2K	0.11%	190
2017 Q4	$366K	Sell	12,088 -3,852	-24%	-$113K	0.12%	184
2017 Q3	$453K	Buy	15,940 +2	+0%	+$55	0.15%	146
2017 Q2	$429K	Buy	15,938 +594	+4%	+$15.8K	0.12%	196
2017 Q1	$402K	Sell	15,344 -7,152	-32%	-$186K	0.13%	173
2016 Q4	$559K	Buy	22,496 +2,248	+11%	+$54.6K	0.17%	129
2016 Q3	$483K	Sell	20,248 -6,100	-23%	-$147K	0.14%	157
2016 Q2	$610K	Buy	26,348 +25,798	+4,691%	+$601K	0.18%	124
2016 Q1	$12.3K	Sell	550 -25,862	-98%	-$536K	﹤0.01%	829
2015 Q4	$573K	Buy	26,412 +25,860	+4,685%	+$574K	0.16%	132
2015 Q3	$11K	Sell	552 -26,872	-98%	-$598K	﹤0.01%	869
2015 Q2	$663K	Buy	27,424 +27,124	+9,041%	+$682K	0.19%	129
2015 Q1	$7.32K	Hold	300	–	–	﹤0.01%	959
2014 Q4	$7.29K	Sell	300 -39,068	-99%	-$944K	﹤0.01%	960
2014 Q3	$976K	Buy	39,368 +2	+0%	+$50	0.28%	89
2014 Q2	$977K	Sell	39,366 -25,316	-39%	-$611K	0.32%	86
2014 Q1	$1.53M	Buy	64,682 +21,548	+50%	+$496K	0.53%	47
2013 Q4	$997K	Buy	+43,134	New	+$948K	0.34%	70

Other funds holding XLB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Winslow Evans & Crocker's XLB Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 55% in Q4 2020, buying an estimated $7.19K and bringing the position to 590 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Winslow Evans & Crocker first reported a position in XLB in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.53M in Q1 2014. 634 funds tracked by Wall St. Rank hold XLB as of Q4 2020.

Winslow Evans & Crocker held 590 shares of State Street Materials Select Sector SPDR ETF worth $21K as of Q4 2020.
Winslow Evans & Crocker bought 210 State Street Materials Select Sector SPDR ETF shares in Q4 2020, an estimated $7.19K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #786 holding.
Winslow Evans & Crocker first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's State Street Materials Select Sector SPDR ETF position peaked at $1.53M in Q1 2014.
634 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.