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

Merriman Wealth Management, LLC

  • $2.16 Billion
  • Q1 2024

A detailed history of Merriman Wealth Management, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 24,245 shares of XLB stock, worth $2.11 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
24,245
Previous 24,491 1.0%
Holding current value
$2.11 Million
Previous $2.09 Million 7.55%
% of portfolio
0.1%
Previous 0.11%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$80.98 - $92.89 $19,921 - $22,850
-246 Reduced 1.0%
24,245 $2.25 Million
Q4 2023

Feb 13, 2024
BUY
$74.46 - $86.21 $1.82 Million - $2.11 Million
24,491 New
24,491 $2.09 Million
Q2 2023

Aug 14, 2023
BUY
$75.02 - $82.87 $2.02 Million - $2.23 Million
26,877 New
26,877 $2.23 Million
Q4 2021

Feb 01, 2022
BUY
N/A
38,394 New
38,394 $3.16 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-38,394 Closed
0 $0
Q2 2021

Jul 28, 2021
SELL
N/A
-715 Reduced 1.83%
38,394 $3.16 Million
Q1 2021

May 10, 2021
SELL
N/A
-97 Reduced 0.25%
39,109 $3.08 Million
Q4 2020

Feb 10, 2021
SELL
N/A
-984 Reduced 2.45%
39,206 $2.84 Million
Q3 2020

Oct 26, 2020
SELL
N/A
-1,037 Reduced 2.52%
40,190 $2.56 Million
Q2 2020

Jul 31, 2020
BUY
N/A
41,227 New
41,227 $2.32 Million
Q1 2020

Apr 22, 2020
SELL
N/A
-41,208 Closed
0 $0
Q4 2019

Jan 23, 2020
SELL
N/A
-2,000 Reduced 4.63%
41,208 $2.53 Million
Q3 2019

Oct 18, 2019
SELL
N/A
-982 Reduced 2.22%
43,208 $2.52 Million
Q2 2019

Jul 31, 2019
BUY
N/A
44,190 New
44,190 $26.1 Million

Others Institutions Holding XLB

# of Institutions
887
Shares Held
51.8M
Call Options Held
3.68M
Put Options Held
6.29M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

XLB Quotes by TradingView
  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
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