Evolution Wealth Advisors, LLC Select Sector Spdr Fd Material Transaction History

Evolution Wealth Advisors, LLC

  • $580 Million
  • Q4 2024

A detailed history of Evolution Wealth Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 3,370 shares of XLB stock, worth $286,618. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,370
Previous 8,675 61.15%
Holding current value
$286,618
Previous $836,000 66.15%
% of portfolio
0.05%
Previous 0.15%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$83.8 - $97.58 $444,559 - $517,661
-5,305 Reduced 61.15%
3,370 $283,000
Q3 2024

Nov 06, 2024
SELL
$86.95 - $97.09 $150,423 - $167,965
-1,730 Reduced 16.63%
8,675 $836,000
Q1 2024

Apr 19, 2024
SELL
$80.98 - $92.89 $25,103 - $28,795
-310 Reduced 2.89%
10,405 $966,000
Q3 2022

Nov 01, 2022
SELL
$67.32 - $81.52 $47,797 - $57,879
-710 Reduced 6.21%
10,715 $729,000
Q1 2022

Apr 29, 2022
SELL
$79.77 - $90.53 $146,377 - $166,122
-1,835 Reduced 13.84%
11,425 $1.01 Million
Q3 2021

Nov 09, 2021
SELL
$79.11 - $86.51 $2.44 Million - $2.67 Million
-30,862 Reduced 69.95%
13,260 $1.05 Million
Q2 2021

Jul 22, 2021
SELL
$79.26 - $88.68 $206,710 - $231,277
-2,608 Reduced 5.58%
44,122 $3.63 Million
Q1 2021

Apr 20, 2021
BUY
$70.64 - $79.69 $329,182 - $371,355
4,660 Added 11.08%
46,730 $3.68 Million
Q4 2020

Feb 02, 2021
BUY
$61.94 - $72.39 $2.61 Million - $3.05 Million
42,070 New
42,070 $3.05 Million

Others Institutions Holding XLB

# of Institutions
956
Shares Held
62M
Call Options Held
9.93M
Put Options Held
12.9M
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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