Foundations Investment Advisors, LLC Select Sector Spdr Fd Material Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 2,952 shares of XLB stock, worth $259,628. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,952
Previous 3,656 19.26%
Holding current value
$259,628
Previous $322,000 11.8%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$86.95 - $97.09 $61,212 - $68,351
-704 Reduced 19.26%
2,952 $284,000
Q2 2024

Aug 02, 2024
SELL
$88.28 - $93.06 $861,259 - $907,893
-9,756 Reduced 72.74%
3,656 $322,000
Q1 2024

May 13, 2024
BUY
$80.98 - $92.89 $717,968 - $823,562
8,866 Added 195.03%
13,412 $1.25 Million
Q4 2023

Feb 08, 2024
SELL
$74.46 - $86.21 $575,650 - $666,489
-7,731 Reduced 62.97%
4,546 $388,000
Q3 2023

Oct 05, 2023
BUY
$77.84 - $85.72 $716,750 - $789,309
9,208 Added 300.03%
12,277 $964,000
Q2 2023

Jul 19, 2023
SELL
$75.02 - $82.87 $49,288 - $54,445
-657 Reduced 17.63%
3,069 $254,000
Q1 2023

Apr 25, 2023
SELL
$75.51 - $85.21 $1.07 Million - $1.2 Million
-14,125 Reduced 79.13%
3,726 $300,000
Q4 2022

Jan 11, 2023
SELL
$68.18 - $83.76 $1.35 Million - $1.65 Million
-19,750 Reduced 52.53%
17,851 $0
Q3 2022

Oct 19, 2022
BUY
$67.32 - $81.52 $546,099 - $661,290
8,112 Added 27.51%
37,601 $2.56 Million
Q2 2022

Jul 08, 2022
SELL
$73.54 - $90.55 $360,051 - $443,332
-4,896 Reduced 14.24%
29,489 $2.16 Million
Q1 2022

Apr 19, 2022
BUY
$79.77 - $90.53 $919,827 - $1.04 Million
11,531 Added 50.46%
34,385 $3.06 Million
Q4 2021

Jan 21, 2022
BUY
$80.02 - $90.61 $1.27 Million - $1.44 Million
15,866 Added 227.05%
22,854 $2.06 Million
Q3 2021

Oct 13, 2021
BUY
$79.11 - $86.51 $58,304 - $63,757
737 Added 11.79%
6,988 $564,000
Q2 2021

Jul 14, 2021
BUY
$79.26 - $88.68 $495,454 - $554,338
6,251 New
6,251 $519,000
Q4 2018

Feb 11, 2019
SELL
N/A
-79,547 Closed
0 $0
Q3 2018

Nov 09, 2018
BUY
N/A
7,141 Added 9.86%
79,547 $4.61 Million
Q2 2018

Aug 14, 2018
BUY
N/A
72,406 New
72,406 $4.21 Million

Others Institutions Holding XLB

# of Institutions
925
Shares Held
57.3M
Call Options Held
22.2M
Put Options Held
24.1M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

XLB Quotes by TradingView
  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email