Life Plan Financial, LLC Select Sector Spdr Fd Material Transaction History

Life Plan Financial, LLC

$126 Billion
Q3 2025

A detailed history of Life Plan Financial, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Life Plan Financial, LLC holds 65,575 shares of XLB stock, worth $5.69 Million. This represents 4.66% of its overall portfolio holdings.

Number of Shares

65,575

Previous 62,181 5.46%

Holding current value

$5.69 Million

Previous $5.46 Billion 7.63%

% of portfolio

4.66%

Previous 4.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$86.72 - $92.61 $294,327 - $314,318	3,394 Added 5.46%	65,575 $5.88 Billion
Q2 2025 Jul 09, 2025	BUY	$74.27 - $88.92 $187,160 - $224,078	2,520 Added 4.22%	62,181 $5.46 Billion
Q1 2025 Apr 25, 2025	BUY	$83.19 - $90.99 $340,247 - $372,149	4,090 Added 7.36%	59,661 $5.13 Billion
Q4 2024 Jan 16, 2025	BUY	$83.8 - $97.58 $107,012 - $124,609	1,277 Added 2.35%	55,571 $4.68 Billion
Q3 2024 Oct 03, 2024	BUY	$86.95 - $97.09 $162,770 - $181,752	1,872 Added 3.57%	54,294 $5.23 Billion

Q2 2024 Jul 30, 2024	SELL	$88.28 - $93.06 $8,828 - $9,306	-100 Reduced 0.19%	52,422 $4.63 Billion
Q1 2024 Apr 30, 2024	BUY	$80.98 - $92.89 $211,357 - $242,442	2,610 Added 5.23%	52,522 $4.88 Billion
Q4 2023 Jan 30, 2024	BUY	$74.46 - $86.21 $3.72 Million - $4.3 Million	49,912 New	49,912 $4.27 Billion

Others Institutions Holding XLB

# of Institutions

937

Shares Held

53.2M

Call Options Held

14.3M

Put Options Held

17.2M

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About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
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Life Plan Financial, LLC Select Sector Spdr Fd Material Transaction History