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

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 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 491 shares of XLB stock, worth $43,232. This represents 0.0% of its overall portfolio holdings.

Number of Shares

491

Previous 561 12.48%

Holding current value

$43,232

Previous $48,000 10.42%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$74.27 - $88.92 $5,198 - $6,224	-70 Reduced 12.48%	491 $43,000
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

921

Shares Held

53.2M

Call Options Held

12M

Put Options Held

15.1M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

More about XLB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

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