A detailed history of Forvis Wealth Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 18,007 shares of XLB stock, worth $1.71 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
18,007
Previous 17,866 0.79%
Holding current value
$1.71 Million
Previous $1.66 Million 4.16%
% of portfolio
0.04%
Previous 0.04%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$88.28 - $93.06 $12,447 - $13,121
141 Added 0.79%
18,007 $1.59 Million
Q1 2024

Apr 19, 2024

SELL
$80.98 - $92.89 $33,039 - $37,899
-408 Reduced 2.23%
17,866 $1.66 Million
Q4 2023

Jan 11, 2024

SELL
$74.46 - $86.21 $97,765 - $113,193
-1,313 Reduced 6.7%
18,274 $1.56 Million
Q3 2023

Oct 25, 2023

SELL
$77.84 - $85.72 $36,195 - $39,859
-465 Reduced 2.32%
19,587 $1.54 Million
Q2 2023

Aug 08, 2023

SELL
$75.02 - $82.87 $30,008 - $33,148
-400 Reduced 1.96%
20,052 $1.66 Million
Q1 2023

Apr 26, 2023

SELL
$75.51 - $85.21 $14,724 - $16,615
-195 Reduced 0.94%
20,452 $1.65 Million
Q4 2022

Feb 02, 2023

SELL
$68.18 - $83.76 $4,908 - $6,030
-72 Reduced 0.35%
20,647 $1.6 Million
Q3 2022

Oct 13, 2022

SELL
$67.32 - $81.52 $22,484 - $27,227
-334 Reduced 1.59%
20,719 $1.41 Million
Q2 2022

Jul 22, 2022

BUY
$73.54 - $90.55 $99,205 - $122,151
1,349 Added 6.85%
21,053 $1.55 Million
Q1 2022

May 10, 2022

SELL
$79.77 - $90.53 $21,936 - $24,895
-275 Reduced 1.38%
19,704 $1.74 Million
Q4 2021

Jan 14, 2022

SELL
$80.02 - $90.61 $4,161 - $4,711
-52 Reduced 0.26%
19,979 $1.81 Million
Q3 2021

Oct 14, 2021

BUY
$79.11 - $86.51 $11,787 - $12,889
149 Added 0.75%
20,031 $1.59 Million
Q2 2021

Jul 14, 2021

SELL
$79.26 - $88.68 $49,141 - $54,981
-620 Reduced 3.02%
19,882 $1.64 Million
Q4 2020

Jan 22, 2021

BUY
$61.94 - $72.39 $3,097 - $3,619
50 Added 0.24%
20,502 $1.48 Million
Q2 2020

Jul 15, 2020

SELL
$42.61 - $59.91 $244,837 - $344,242
-5,746 Reduced 21.93%
20,452 $1.15 Million
Q1 2020

Apr 10, 2020

SELL
$38.35 - $61.14 $427,679 - $681,833
-11,152 Reduced 29.86%
26,198 $1.18 Million
Q4 2019

Jan 13, 2020

SELL
$55.13 - $61.42 $75,803 - $84,452
-1,375 Reduced 3.55%
37,350 $2.29 Million
Q3 2019

Oct 29, 2019

SELL
$56.94 - $59.14 $25,509 - $26,494
-448 Reduced 1.14%
38,725 $2.25 Million
Q2 2019

Jul 10, 2019

BUY
N/A
531 Added 1.37%
39,173 $2.29 Million
Q1 2019

Apr 10, 2019

BUY
N/A
2,355 Added 6.49%
38,642 $2.15 Million
Q4 2018

Jan 15, 2019

BUY
N/A
440 Added 1.23%
36,287 $1.83 Million
Q3 2018

Oct 09, 2018

BUY
N/A
312 Added 0.88%
35,847 $2.08 Million
Q2 2018

Jul 13, 2018

BUY
N/A
785 Added 2.26%
35,535 $2.06 Million
Q1 2018

May 25, 2018

SELL
N/A
-425 Reduced 1.21%
34,750 $1.98 Million
Q1 2018

Apr 20, 2018

BUY
N/A
1,870 Added 5.61%
35,175 $2.11 Million
Q4 2017

Jan 18, 2018

BUY
N/A
1,838 Added 5.84%
33,305 $2.02 Million
Q3 2017

Oct 13, 2017

BUY
N/A
31,467
31,467 $1.79 Million

Others Institutions Holding XLB

About SELECT SECTOR SPDR FD-MATERIAL


  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
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