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

Roberts Wealth Advisors, LLC

$354 Million
Q3 2025

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 2,913 shares of XLB stock, worth $256,489. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,913

Previous 2,986 2.44%

Holding current value

$256,489

Previous $262,000 0.38%

% of portfolio

0.07%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$86.72 - $92.61 $6,330 - $6,760	-73 Reduced 2.44%	2,913 $261,000
Q2 2025 Jul 22, 2025	BUY	$74.27 - $88.92 $222 - $266	3 Added 0.1%	2,986 $262,000
Q1 2025 Apr 21, 2025	SELL	$83.19 - $90.99 $582 - $636	-7 Reduced 0.23%	2,983 $256,000
Q4 2024 Jan 16, 2025	SELL	$83.8 - $97.58 $58,743 - $68,403	-701 Reduced 18.99%	2,990 $251,000
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

53.2M

Call Options Held

12M

Put Options Held

15.1M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

More about XLB

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