Dynamic Wealth Strategies, LLC Select Sector Spdr Fd Material Transaction History

Dynamic Wealth Strategies, LLC

  • $149 Million
  • Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 521 shares of XLB stock, worth $45,207. This represents 0.03% of its overall portfolio holdings.

Number of Shares
521
Previous 521 -0.0%
Holding current value
$45,207
Previous $45,000 2.22%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$83.19 - $90.99 $43,341 - $47,405
521 New
521 $44,000
Q4 2023

Feb 13, 2024
BUY
$74.46 - $86.21 $38,793 - $44,915
521 New
521 $44.6 Million

Others Institutions Holding XLB

# of Institutions
945
Shares Held
60.1M
Call Options Held
14.6M
Put Options Held
17.7M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

XLB Quotes by TradingView
  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
Track This Portfolio

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email