Measured Wealth Private Client Group, LLC Select Sector Spdr Fd Material Transaction History

Measured Wealth Private Client Group, LLC

$309 Million
Q1 2025

A detailed history of Measured Wealth Private Client Group, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 42,856 shares of XLB stock, worth $3.7 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

42,856

Previous 22,950 86.74%

Holding current value

$3.7 Million

Previous $1.93 Million 90.78%

% of portfolio

1.19%

Previous 0.63%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$83.19 - $90.99 $1.66 Million - $1.81 Million	19,906 Added 86.74%	42,856 $3.68 Million
Q4 2024 Jan 27, 2025	BUY	$83.8 - $97.58 $95,448 - $111,143	1,139 Added 5.22%	22,950 $1.93 Million
Q3 2024 Oct 25, 2024	SELL	$86.95 - $97.09 $657,689 - $734,388	-7,564 Reduced 25.75%	21,811 $2.1 Million
Q2 2024 Aug 12, 2024	BUY	$88.28 - $93.06 $400,879 - $422,585	4,541 Added 18.29%	29,375 $2.59 Million
Q1 2024 Apr 18, 2024	BUY	$80.98 - $92.89 $2.01 Million - $2.31 Million	24,834 New	24,834 $2.31 Million

Others Institutions Holding XLB

# of Institutions

931

Shares Held

60.6M

Call Options Held

11M

Put Options Held

14.5M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

More about XLB

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Measured Wealth Private Client Group, LLC Select Sector Spdr Fd Material Transaction History