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

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 2,464 shares of XLB stock, worth $219,567. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,464

Previous 2,525 2.42%

Holding current value

$219,567

Previous $217,000 0.46%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$74.27 - $88.92 $4,530 - $5,424	-61 Reduced 2.42%	2,464 $216,000
Q4 2024 Jan 30, 2025	BUY	$83.8 - $97.58 $838 - $975	10 Added 0.4%	2,525 $212,000
Q3 2024 Oct 25, 2024	BUY	$86.95 - $97.09 $1,130 - $1,262	13 Added 0.52%	2,515 $242,000
Q2 2024 Jul 15, 2024	SELL	$88.28 - $93.06 $3,796 - $4,001	-43 Reduced 1.69%	2,502 $220,000
Q1 2024 Apr 30, 2024	BUY	$80.98 - $92.89 $4,777 - $5,480	59 Added 2.37%	2,545 $236,000
Q4 2023 Feb 07, 2024	BUY	$74.46 - $86.21 $521 - $603	7 Added 0.28%	2,486 $212,000
Q3 2023 Nov 02, 2023	BUY	$77.84 - $85.72 $6,772 - $7,457	87 Added 3.64%	2,479 $194,000
Q2 2023 Aug 07, 2023	SELL	$75.02 - $82.87 $50,713 - $56,020	-676 Reduced 22.03%	2,392 $198,000
Q1 2023 Apr 19, 2023	BUY	$75.51 - $85.21 $1,359 - $1,533	18 Added 0.59%	3,068 $247,000
Q4 2022 Feb 13, 2023	SELL	$68.18 - $83.76 $360,126 - $442,420	-5,282 Reduced 63.39%	3,050 $236,000
Q3 2022 Oct 21, 2022	SELL	$67.32 - $81.52 $9,694 - $11,738	-144 Reduced 1.7%	8,332 $567,000
Q2 2022 Aug 02, 2022	SELL	$73.54 - $90.55 $59,420 - $73,164	-808 Reduced 8.7%	8,476 $624,000
Q1 2022 May 02, 2022	SELL	$79.77 - $90.53 $31,748 - $36,030	-398 Reduced 4.11%	9,284 $818,000
Q4 2021 Feb 03, 2022	BUY	$80.02 - $90.61 $3,200 - $3,624	40 Added 0.41%	9,682 $877,000
Q3 2021 Nov 09, 2021	BUY	$79.11 - $86.51 $620,380 - $678,411	7,842 Added 435.67%	9,642 $763,000
Q2 2021 Aug 04, 2021	BUY	$79.26 - $88.68 $142,668 - $159,624	1,800 New	1,800 $148,000
Q2 2018 Jul 26, 2018	SELL	N/A	-100 Closed	0 $0
Q1 2018 Apr 26, 2018	BUY	N/A	93 Added 1328.57%	100 $6,000
Q4 2017 Jan 31, 2018	BUY	N/A	7	7 $0

Others Institutions Holding XLB

# of Institutions

923

Shares Held

53.1M

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 Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

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