XLB — SSgA

Ownership history in Newfound Research LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Newfound Research LLC reported a position in SSgA (XLB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.85% (2020 Q3)
Avg. % of fund
2.12%
First filed
2015 Q4
Last filed
2022 Q3
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q3 REDUCED 1,626 -2,625 -61.8% 0.27% $111K $31.86
2022 Q2 REDUCED 4,251 -2,978 -41.2% 0.66% $313K $34.28
2022 Q1 ADDED 7,229 +3,950 +120.5% 0.83% $637K $40.78
2021 Q1 REDUCED 3,279 -28,910 -89.8% 0.60% $258K $35.82
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLB price (monthly, adj. close)

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As of 2025 Q4 — sorted by position size

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