Steel Peak Wealth Management LLC Select Sector Spdr Fd Material Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 35,002 shares of XLB stock, worth $3.19 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

35,002

Previous 31,645 10.61%

Holding current value

$3.19 Million

Previous $2.79 Million 20.72%

% of portfolio

0.15%

Previous 0.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$86.95 - $97.09 $291,891 - $325,931	3,357 Added 10.61%	35,002 $3.37 Million
Q2 2024 Jul 16, 2024	BUY	$88.28 - $93.06 $1.57 Million - $1.65 Million	17,748 Added 127.71%	31,645 $2.79 Million
Q1 2024 Apr 17, 2024	BUY	$80.98 - $92.89 $1.13 Million - $1.29 Million	13,897 New	13,897 $1.29 Million
Q1 2023 May 05, 2023	SELL	$75.51 - $85.21 $1.78 Million - $2.01 Million	-23,610 Reduced 60.27%	15,562 $1.26 Million
Q4 2022 Jan 25, 2023	BUY	$68.18 - $83.76 $2.67 Million - $3.28 Million	39,172 New	39,172 $0

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

Ticker XLB
Sector ETFs
Industry ETFs

More about XLB

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Steel Peak Wealth Management LLC Select Sector Spdr Fd Material Transaction History