Smart Wealth LLC Select Sector Spdr Fd Material Transaction History

Smart Wealth LLC

$279 Billion
Q1 2025

A detailed history of Smart Wealth LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Smart Wealth LLC holds 15,944 shares of XLB stock, worth $1.34 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

15,944

Previous 12,999 22.66%

Holding current value

$1.34 Million

Previous $1.09 Billion 25.34%

% of portfolio

0.49%

Previous 0.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$83.19 - $90.99 $244,994 - $267,965	2,945 Added 22.66%	15,944 $1.37 Billion
Q4 2024 Jan 28, 2025	BUY	$83.8 - $97.58 $397,547 - $462,919	4,744 Added 57.47%	12,999 $1.09 Billion
Q3 2024 Dec 13, 2024	SELL	$86.95 - $97.09 $665,515 - $743,126	-7,654 Reduced 48.11%	8,255 $796 Million
Q2 2024 Dec 13, 2024	BUY	$88.28 - $93.06 $102,493 - $108,042	1,161 Added 7.87%	15,909 $1.4 Billion
Q1 2024 Dec 13, 2024	BUY	$80.98 - $92.89 $1.19 Million - $1.37 Million	14,748 New	14,748 $1.37 Billion

Others Institutions Holding XLB

# of Institutions

944

Shares Held

62.4M

Call Options Held

9.93M

Put Options Held

12.8M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

More about XLB

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