Hb Wealth Management, LLC Select Sector Spdr Fd Material Transaction History

Hb Wealth Management, LLC

$9.29 Billion
Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Hb Wealth Management, LLC holds 4,627 shares of XLB stock, worth $395,377. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,627

Previous 4,379 5.66%

Holding current value

$395,377

Previous $386,000 15.28%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$86.95 - $97.09 $21,563 - $24,078	248 Added 5.66%	4,627 $445,000
Q2 2024 Jul 26, 2024	BUY	$88.28 - $93.06 $128,623 - $135,588	1,457 Added 49.86%	4,379 $386,000
Q1 2024 Apr 30, 2024	SELL	$80.98 - $92.89 $29,881 - $34,276	-369 Reduced 11.21%	2,922 $271,000
Q4 2023 Jan 16, 2024	BUY	$74.46 - $86.21 $27,103 - $31,380	364 Added 12.44%	3,291 $281,000
Q3 2023 Oct 13, 2023	BUY	$77.84 - $85.72 $389 - $428	5 Added 0.17%	2,927 $229,000
Q2 2023 Jul 13, 2023	SELL	$75.02 - $82.87 $2,250 - $2,486	-30 Reduced 1.02%	2,922 $242,000
Q1 2023 Apr 13, 2023	SELL	$75.51 - $85.21 $18,424 - $20,791	-244 Reduced 7.63%	2,952 $238,000
Q4 2022 Jan 20, 2023	BUY	$68.18 - $83.76 $217,903 - $267,696	3,196 New	3,196 $0

Others Institutions Holding XLB

# of Institutions

925

Shares Held

57.3M

Call Options Held

22.2M

Put Options Held

24.1M

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About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

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Hb Wealth Management, LLC Select Sector Spdr Fd Material Transaction History