Moneta Group Investment Advisors LLC Select Sector Spdr Fd Material Transaction History

Moneta Group Investment Advisors LLC

$7.05 Billion
Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 3,242 shares of XLB stock, worth $276,639. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,242

Previous 3,226 0.5%

Holding current value

$276,639

Previous $310,000 12.26%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$83.8 - $97.58 $1,340 - $1,561	16 Added 0.5%	3,242 $272,000
Q3 2024 Nov 12, 2024	BUY	$86.95 - $97.09 $31,215 - $34,855	359 Added 12.52%	3,226 $310,000
Q2 2024 Aug 13, 2024	SELL	$88.28 - $93.06 $6,003 - $6,328	-68 Reduced 2.32%	2,867 $253,000
Q1 2024 Aug 13, 2024	BUY	$80.98 - $92.89 $237,676 - $272,632	2,935 New	2,935 $272,000
Q3 2018 Nov 13, 2018	SELL	N/A	-1,050 Closed	0 $0
Q2 2018 Aug 15, 2018	SELL	N/A	-22,242 Reduced 95.49%	1,050 $61,000
Q2 2018 Aug 15, 2018	SELL	N/A	-558 Reduced 2.34%	23,292 $61,000
Q2 2018 Aug 14, 2018	BUY	N/A	23,850 New	23,850 $93,000

Others Institutions Holding XLB

# of Institutions

955

Shares Held

62.1M

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

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Moneta Group Investment Advisors LLC Select Sector Spdr Fd Material Transaction History