Big Sur Wealth Management LLC Select Sector Spdr Fd Material Transaction History

Big Sur Wealth Management LLC

  • $378 Million
  • Q3 2025

A detailed history of Big Sur Wealth Management LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 10,410 shares of XLB stock, worth $903,275. This represents 0.25% of its overall portfolio holdings.

Number of Shares
10,410
Previous 10,410 -0.0%
Holding current value
$903,275
Previous $914,000 1.97%
% of portfolio
0.25%
Previous 0.24%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$74.27 - $88.92 $111,405 - $133,380
-1,500 Reduced 12.59%
10,410 $914,000
Q3 2024

Oct 16, 2024
SELL
$86.95 - $97.09 $43,475 - $48,545
-500 Reduced 4.03%
11,910 $1.15 Million
Q1 2024

May 21, 2024
BUY
$80.98 - $92.89 $506,125 - $580,562
6,250 Added 101.46%
12,410 $1.15 Million
Q2 2023

Aug 14, 2023
SELL
$75.02 - $82.87 $314,333 - $347,225
-4,190 Reduced 40.48%
6,160 $510,000
Q1 2023

May 12, 2023
BUY
$75.51 - $85.21 $113,265 - $127,814
1,500 Added 16.95%
10,350 $834,000
Q4 2022

Feb 09, 2023
SELL
$68.18 - $83.76 $34,090 - $41,880
-500 Reduced 5.35%
8,850 $687,000
Q3 2022

Nov 08, 2022
SELL
$67.32 - $81.52 $168,299 - $203,800
-2,500 Reduced 21.1%
9,350 $636,000
Q2 2022

Aug 10, 2022
BUY
$73.54 - $90.55 $661,860 - $814,950
9,000 Added 315.79%
11,850 $872,000
Q1 2022

May 05, 2022
SELL
$79.77 - $90.53 $721,120 - $818,391
-9,040 Reduced 76.03%
2,850 $251,000
Q4 2021

Feb 07, 2022
BUY
$80.02 - $90.61 $231,257 - $261,862
2,890 Added 32.11%
11,890 $1.08 Million
Q3 2021

Nov 01, 2021
BUY
$79.11 - $86.51 $486,526 - $532,036
6,150 Added 215.79%
9,000 $712,000
Q1 2021

May 06, 2021
BUY
$70.64 - $79.69 $141,280 - $159,380
2,000 Added 235.29%
2,850 $225,000
Q4 2019

Jan 30, 2020
BUY
$55.13 - $61.42 $46,860 - $52,207
850 New
850 $52,000

Others Institutions Holding XLB

# of Institutions
938
Shares Held
53.2M
Call Options Held
14.3M
Put Options Held
17.2M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

XLB Quotes by TradingView
  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
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