Big Sur Wealth Management LLC Select Sector Spdr Fd Material Transaction History

Big Sur Wealth Management LLC

$383 Million
Q4 2025

A detailed history of Big Sur Wealth Management LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 20,820 shares of XLB stock, worth $1.81 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

20,820

Previous 10,410 100.0%

Holding current value

$1.81 Million

Previous $932,000 93.78%

% of portfolio

0.47%

Previous 0.25%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$84.72 - $89.9 $881,935 - $935,859	10,410 Added 100.0%	20,820 $1.81 Million
Q2 2025 Jul 15, 2025	SELL	$74.27 - $88.92 $111,405 - $133,380	-1,500 Reduced 12.59%	10,410 $914,000
Q3 2024 Oct 16, 2024	SELL	$86.95 - $97.09 $43,475 - $48,545	-500 Reduced 4.03%	11,910 $1.15 Million
Q1 2024 May 21, 2024	BUY	$80.98 - $92.89 $506,125 - $580,562	6,250 Added 101.46%	12,410 $1.15 Million
Q2 2023 Aug 14, 2023	SELL	$75.02 - $82.87 $314,333 - $347,225	-4,190 Reduced 40.48%	6,160 $510,000

Q1 2023 May 12, 2023	BUY	$75.51 - $85.21 $113,265 - $127,814	1,500 Added 16.95%	10,350 $834,000
Q4 2022 Feb 09, 2023	SELL	$68.18 - $83.76 $34,090 - $41,880	-500 Reduced 5.35%	8,850 $687,000
Q3 2022 Nov 08, 2022	SELL	$67.32 - $81.52 $168,299 - $203,800	-2,500 Reduced 21.1%	9,350 $636,000
Q2 2022 Aug 10, 2022	BUY	$73.54 - $90.55 $661,860 - $814,950	9,000 Added 315.79%	11,850 $872,000
Q1 2022 May 05, 2022	SELL	$79.77 - $90.53 $721,120 - $818,391	-9,040 Reduced 76.03%	2,850 $251,000
Q4 2021 Feb 07, 2022	BUY	$80.02 - $90.61 $231,257 - $261,862	2,890 Added 32.11%	11,890 $1.08 Million
Q3 2021 Nov 01, 2021	BUY	$79.11 - $86.51 $486,526 - $532,036	6,150 Added 215.79%	9,000 $712,000
Q1 2021 May 06, 2021	BUY	$70.64 - $79.69 $141,280 - $159,380	2,000 Added 235.29%	2,850 $225,000
Q4 2019 Jan 30, 2020	BUY	$55.13 - $61.42 $46,860 - $52,207	850 New	850 $52,000

Others Institutions Holding XLB

# of Institutions

942

Shares Held

58.3M

Call Options Held

14.3M

Put Options Held

17.2M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

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Big Sur Wealth Management LLC Select Sector Spdr Fd Material Transaction History