Winch Advisory Services, LLC Select Sector Spdr Fd Material Transaction History

Winch Advisory Services, LLC

$364 Million
Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Winch Advisory Services, LLC holds 361 shares of XLB stock, worth $32,212. This represents 0.01% of its overall portfolio holdings.

Number of Shares

361

Previous 359 0.56%

Holding current value

$32,212

Previous $34,000 11.76%

% of portfolio

0.01%

Previous 0.01%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$83.8 - $97.58 $167 - $195	2 Added 0.56%	361 $30,000
Q3 2024 Oct 21, 2024	BUY	$86.95 - $97.09 $86 - $97	1 Added 0.28%	359 $34,000
Q2 2024 Jul 31, 2024	BUY	$88.28 - $93.06 $15,184 - $16,006	172 Added 92.47%	358 $31,000
Q1 2024 May 14, 2024	BUY	$80.98 - $92.89 $80 - $92	1 Added 0.54%	186 $17,000
Q4 2023 Jan 18, 2024	BUY	$74.46 - $86.21 $74 - $86	1 Added 0.54%	185 $15,000
Q3 2023 Nov 06, 2023	BUY	$77.84 - $85.72 $77 - $85	1 Added 0.55%	184 $14,000
Q2 2023 Aug 08, 2023	BUY	$75.02 - $82.87 $75 - $82	1 Added 0.55%	183 $15,000
Q1 2023 May 10, 2023	BUY	$75.51 - $85.21 $75 - $85	1 Added 0.55%	182 $15,000
Q4 2022 Jan 26, 2023	BUY	$68.18 - $83.76 $68 - $83	1 Added 0.56%	181 $14,000
Q3 2022 Oct 31, 2022	BUY	$67.32 - $81.52 $67 - $81	1 Added 0.56%	180 $12,000
Q2 2022 Aug 12, 2022	BUY	$73.54 - $90.55 $73 - $90	1 Added 0.56%	179 $13,000
Q4 2021 Feb 04, 2022	BUY	$80.02 - $90.61 $80 - $90	1 Added 0.56%	178 $16,000
Q3 2021 Nov 10, 2021	BUY	$79.11 - $86.51 $79 - $86	1 Added 0.57%	177 $14,000
Q2 2021 Aug 05, 2021	BUY	$79.26 - $88.68 $79 - $88	1 Added 0.57%	176 $14,000
Q4 2020 Feb 09, 2021	BUY	$61.94 - $72.39 $61 - $72	1 Added 0.57%	175 $13,000
Q3 2020 Nov 04, 2020	BUY	$56.47 - $66.87 $56 - $66	1 Added 0.58%	174 $11,000
Q2 2020 Aug 12, 2020	BUY	$42.61 - $59.91 $42 - $59	1 Added 0.58%	173 $10,000
Q1 2020 May 13, 2020	BUY	$38.35 - $61.14 $38 - $61	1 Added 0.58%	172 $8,000
Q4 2019 Feb 12, 2020	BUY	$55.13 - $61.42 $55 - $61	1 Added 0.59%	171 $10,000
Q3 2019 Nov 13, 2019	SELL	$56.94 - $59.14 $5,124 - $5,322	-90 Reduced 34.62%	170 $10,000
Q2 2019 Aug 07, 2019	BUY	N/A	2 Added 0.78%	260 $15,000
Q1 2019 May 13, 2019	SELL	N/A	-314 Reduced 54.9%	258 $14,000
Q4 2018 Feb 05, 2019	SELL	N/A	-68,907 Reduced 99.18%	572 $29,000
Q3 2018 Nov 13, 2018	BUY	N/A	647 Added 0.94%	69,479 $4.03 Million
Q2 2018 Aug 13, 2018	BUY	N/A	727 Added 1.07%	68,832 $4 Million
Q1 2018 May 11, 2018	BUY	N/A	5,846 Added 9.39%	68,105 $3.88 Million
Q4 2017 Feb 13, 2018	BUY	N/A	3,997 Added 6.86%	62,259 $3.77 Million
Q3 2017 Nov 13, 2017	BUY	N/A	58,262	58,262 $3.31 Million

Others Institutions Holding XLB

# of Institutions

919

Shares Held

57.1M

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

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Winch Advisory Services, LLC Select Sector Spdr Fd Material Transaction History