Kmg Fiduciary Partners, LLC Select Sector Spdr Fd Material Transaction History

Kmg Fiduciary Partners, LLC

$1.17 Billion
Q4 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 13,603 shares of XLB stock, worth $1.16 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

13,603

Previous 13,595 0.06%

Holding current value

$1.16 Million

Previous $1.31 Million 12.67%

% of portfolio

0.1%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$83.8 - $97.58 $670 - $780	8 Added 0.06%	13,603 $1.14 Million
Q3 2024 Oct 17, 2024	SELL	$86.95 - $97.09 $264,328 - $295,153	-3,040 Reduced 18.27%	13,595 $1.31 Million
Q2 2024 Jul 17, 2024	SELL	$88.28 - $93.06 $16,155 - $17,029	-183 Reduced 1.09%	16,635 $1.47 Million
Q3 2023 Oct 25, 2023	BUY	$77.84 - $85.72 $34,093 - $37,545	438 Added 2.67%	16,818 $1.32 Million
Q2 2023 Jul 14, 2023	BUY	$75.02 - $82.87 $278,999 - $308,193	3,719 Added 29.37%	16,380 $1.36 Million
Q1 2023 Apr 13, 2023	BUY	$75.51 - $85.21 $531,061 - $599,281	7,033 Added 124.96%	12,661 $1.02 Million
Q4 2022 Jan 12, 2023	BUY	$68.18 - $83.76 $383,717 - $471,401	5,628 New	5,628 $0

Others Institutions Holding XLB

# of Institutions

954

Shares Held

62M

Call Options Held

9.93M

Put Options Held

12.9M

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 Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.

Account

Kmg Fiduciary Partners, LLC Select Sector Spdr Fd Material Transaction History