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

Roberts Wealth Advisors, LLC

  • $293 Million
  • Q3 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 3,691 shares of XLB stock, worth $336,914. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,691
Previous 3,691 -0.0%
Holding current value
$336,914
Previous $325,000 9.23%
% of portfolio
0.12%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$88.28 - $93.06 $4,237 - $4,466
48 Added 1.32%
3,691 $325,000
Q1 2024

Apr 17, 2024
BUY
$80.98 - $92.89 $295,010 - $338,398
3,643 New
3,643 $338,000
Q3 2023

Oct 17, 2023
SELL
$77.84 - $85.72 $6,772 - $7,457
-87 Reduced 2.46%
3,452 $271,000
Q2 2023

Jul 12, 2023
SELL
$75.02 - $82.87 $5,101 - $5,635
-68 Reduced 1.89%
3,539 $293,000
Q1 2023

Apr 11, 2023
BUY
$75.51 - $85.21 $3,397 - $3,834
45 Added 1.26%
3,607 $290,000
Q4 2022

Jan 10, 2023
BUY
$68.18 - $83.76 $7,908 - $9,716
116 Added 3.37%
3,562 $0
Q3 2022

Oct 13, 2022
BUY
$67.32 - $81.52 $7,876 - $9,537
117 Added 3.51%
3,446 $245,000
Q2 2022

Jul 11, 2022
BUY
$73.54 - $90.55 $9,266 - $11,409
126 Added 3.93%
3,329 $243,000
Q1 2022

Apr 12, 2022
BUY
$79.77 - $90.53 $3,988 - $4,526
50 Added 1.59%
3,203 $285,000
Q4 2021

Jan 12, 2022
BUY
$80.02 - $90.61 $6,401 - $7,248
80 Added 2.6%
3,153 $282,000
Q3 2021

Oct 12, 2021
BUY
$79.11 - $86.51 $243,105 - $265,845
3,073 New
3,073 $243,000

Others Institutions Holding XLB

# of Institutions
922
Shares Held
57.3M
Call Options Held
22.2M
Put Options Held
24.1M
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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