Modern Wealth Management, LLC Select Sector Spdr Fd Material Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,401 shares of XLB stock, worth $211,408. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,401
Previous 2,468 2.71%
Holding current value
$211,408
Previous $212,000 0.94%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$74.27 - $88.92 $4,976 - $5,957
-67 Reduced 2.71%
2,401 $210,000
Q1 2025

May 30, 2025
BUY
$83.19 - $90.99 $5,573 - $6,096
67 Added 2.79%
2,468 $212,000
Q1 2025

May 15, 2025
BUY
$83.19 - $90.99 $199,739 - $218,466
2,401 New
2,401 $206 Million

Others Institutions Holding XLB

# of Institutions
927
Shares Held
53.4M
Call Options Held
12M
Put Options Held
15.3M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

XLB Quotes by TradingView
  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
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