Svb Wealth LLC Select Sector Spdr Fd Material Transaction History

Svb Wealth LLC

$2.41 Billion
Q1 2025

A detailed history of Svb Wealth LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Svb Wealth LLC holds 1,495 shares of XLB stock, worth $131,425. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,495

Holding current value

$131,425

% of portfolio

0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$83.19 - $90.99 $124,369 - $136,030	1,495 New	1,495 $128,000
Q1 2024 May 15, 2024	BUY	$80.98 - $92.89 $205,851 - $236,126	2,542 New	2,542 $236,000
Q4 2022 Feb 10, 2023	SELL	$68.18 - $83.76 $9,954 - $12,228	-146 Reduced 4.35%	3,214 $249,000
Q3 2022 Nov 09, 2022	BUY	$67.32 - $81.52 $226,195 - $273,907	3,360 New	3,360 $229,000
Q2 2021 Aug 13, 2021	SELL	$79.26 - $88.68 $25,204 - $28,200	-318 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$61.94 - $72.39 $19,696 - $23,020	318 New	318 $23,000

Others Institutions Holding XLB

# of Institutions

927

Shares Held

60.2M

Call Options Held

10.2M

Put Options Held

14.5M

Bank Of America Corp Charlotte, NC

6.31M
Shares

$554 Million
0.04% of portfolio
Morgan Stanley New York, NY

6.25M
Shares

$550 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

5.87M
Shares

$516 Million
0.08% of portfolio
Menora Mivtachim Holdings Ltd.

1.97M
Shares

$173 Million
1.1% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

1.8M
Shares

$158 Million
0.35% of portfolio

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

More about XLB

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