Evernest Financial Advisors, LLC Select Sector Spdr Fd Material Transaction History

Evernest Financial Advisors, LLC

  • $318 Million
  • Q3 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 6,833 shares of XLB stock, worth $592,899. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,833
Previous 6,752 1.2%
Holding current value
$592,899
Previous $592,000 3.38%
% of portfolio
0.19%
Previous 0.22%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$86.72 - $92.61 $7,024 - $7,501
81 Added 1.2%
6,833 $612,000
Q2 2025

Jul 28, 2025
BUY
$74.27 - $88.92 $32,753 - $39,213
441 Added 6.99%
6,752 $592,000
Q1 2025

May 09, 2025
BUY
$83.19 - $90.99 $28,118 - $30,754
338 Added 5.66%
6,311 $542,000
Q4 2024

Jan 23, 2025
BUY
$83.8 - $97.58 $21,452 - $24,980
256 Added 4.48%
5,973 $502,000
Q3 2024

Oct 21, 2024
SELL
$86.95 - $97.09 $21,824 - $24,369
-251 Reduced 4.21%
5,717 $551,000
Q2 2024

Aug 07, 2024
SELL
$88.28 - $93.06 $23,923 - $25,219
-271 Reduced 4.34%
5,968 $527,000
Q1 2024

May 10, 2024
BUY
$80.98 - $92.89 $26,480 - $30,375
327 Added 5.53%
6,239 $555 Million
Q4 2023

May 10, 2024
SELL
$74.46 - $86.21 $41,995 - $48,622
-564 Reduced 9.04%
5,675 $485 Million
Q4 2021

Feb 13, 2024
BUY
$80.02 - $90.61 $473,078 - $535,686
5,912 New
5,912 $492 Million

Others Institutions Holding XLB

# of Institutions
936
Shares Held
53.3M
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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