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YorkBridge Wealth Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-230
Closed -$7K – 659
2019
Q2 		$7K Hold
230
– – ﹤0.01% 632
2019
Q1 		$6K Hold
230
– – ﹤0.01% 645
2018
Q4 		$6K Hold
230
– – ﹤0.01% 624
2018
Q3 		$7K Hold
230
– – ﹤0.01% 633
2018
Q2 		$7K Hold
230
– – ﹤0.01% 665
2018
Q1 		$7K Hold
230
– – ﹤0.01% 659
2017
Q4 		$7K Hold
230
– – ﹤0.01% 675
2017
Q3 		$7K Hold
230
– – ﹤0.01% 682
2017
Q2 		$6K Hold
230
– – ﹤0.01% 693
2017
Q1 		$6K Hold
230
– – ﹤0.01% 680
2016
Q4 		$6K Buy
+230
New +$5.58K ﹤0.01% 662

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return