Ever Source Wealth Advisors, LLC Select Sector Spdr Fd Material Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 561 shares of XLB stock, worth $48,436. This represents 0.0% of its overall portfolio holdings.

Number of Shares

561

Previous 66 750.0%

Holding current value

$48,436

Previous $5,000 860.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$83.19 - $90.99 $41,179 - $45,040	495 Added 750.0%	561 $48,000
Q4 2024 Feb 07, 2025	BUY	$83.8 - $97.58 $5,530 - $6,440	66 New	66 $5,000
Q1 2024 Jun 11, 2024	SELL	$80.98 - $92.89 $8,098 - $9,289	-100 Reduced 14.29%	600 $55,000
Q1 2023 May 11, 2023	SELL	$75.51 - $85.21 $981 - $1,107	-13 Reduced 1.82%	700 $56,000
Q4 2022 Feb 09, 2023	BUY	$68.18 - $83.76 $48,612 - $59,720	713 New	713 $55,000
Q2 2022 Aug 01, 2022	SELL	$73.54 - $90.55 $14,413 - $17,747	-196 Closed	0 $0
Q1 2022 May 25, 2022	SELL	$79.77 - $90.53 $10,848 - $12,312	-136 Reduced 40.96%	196 $17,000
Q4 2021 Feb 07, 2022	BUY	$80.02 - $90.61 $26,566 - $30,082	332 New	332 $30,000

Others Institutions Holding XLB

# of Institutions

931

Shares Held

60.6M

Call Options Held

11M

Put Options Held

14.5M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

More about XLB

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Ever Source Wealth Advisors, LLC Select Sector Spdr Fd Material Transaction History