Institute For Wealth Management, Llc. Select Sector Spdr Fd Material Transaction History

Institute For Wealth Management, Llc.

$911 Million
Q4 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 11,202 shares of XLB stock, worth $971,997. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,202

Previous 5,467 104.9%

Holding current value

$971,997

Previous $489,000 98.57%

% of portfolio

0.11%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$84.72 - $89.9 $485,869 - $515,576	5,735 Added 104.9%	11,202 $971,000
Q3 2025 Oct 17, 2025	SELL	$86.72 - $92.61 $2,861 - $3,056	-33 Reduced 0.6%	5,467 $489,000
Q3 2024 Nov 12, 2024	BUY	$86.95 - $97.09 $521 - $582	6 Added 0.11%	5,500 $530,000
Q2 2024 Jul 25, 2024	SELL	$88.28 - $93.06 $1,942 - $2,047	-22 Reduced 0.4%	5,494 $485,000
Q4 2023 Jan 31, 2024	SELL	$74.46 - $86.21 $24,050 - $27,845	-323 Reduced 5.53%	5,516 $471,000

Q2 2023 Jul 25, 2023	BUY	$75.02 - $82.87 $15,454 - $17,071	206 Added 3.66%	5,839 $483,000
Q4 2022 Feb 02, 2023	BUY	$68.18 - $83.76 $5,113 - $6,282	75 Added 1.35%	5,633 $437,000
Q3 2022 Oct 18, 2022	BUY	$67.32 - $81.52 $24,908 - $30,162	370 Added 7.13%	5,558 $378,000
Q1 2022 Apr 29, 2022	SELL	$79.77 - $90.53 $187,140 - $212,383	-2,346 Reduced 31.14%	5,188 $457,000
Q4 2021 Jan 21, 2022	SELL	$80.02 - $90.61 $11,202 - $12,685	-140 Reduced 1.82%	7,534 $683,000
Q3 2021 Nov 15, 2021	SELL	$79.11 - $86.51 $28,875 - $31,576	-365 Reduced 4.54%	7,674 $607,000
Q2 2021 Jul 21, 2021	BUY	$79.26 - $88.68 $23,064 - $25,805	291 Added 3.76%	8,039 $662,000
Q1 2021 May 04, 2021	BUY	$70.64 - $79.69 $11,090 - $12,511	157 Added 2.07%	7,748 $611,000
Q4 2020 Feb 01, 2021	BUY	$61.94 - $72.39 $13,998 - $16,360	226 Added 3.07%	7,591 $550,000
Q3 2020 Nov 03, 2020	SELL	$56.47 - $66.87 $9,938 - $11,769	-176 Reduced 2.33%	7,365 $469,000
Q2 2020 Jul 30, 2020	BUY	$42.61 - $59.91 $43,036 - $60,509	1,010 Added 15.46%	7,541 $425,000
Q1 2020 Apr 29, 2020	SELL	$38.35 - $61.14 $70,640 - $112,619	-1,842 Reduced 22.0%	6,531 $294,000
Q4 2019 Feb 27, 2020	BUY	$55.13 - $61.42 $433,266 - $482,699	7,859 Added 1528.99%	8,373 $514,000
Q4 2019 Jan 27, 2020	SELL	$55.13 - $61.42 $454,822 - $506,715	-8,250 Reduced 94.14%	514 $514,000
Q3 2019 Oct 28, 2019	BUY	$56.94 - $59.14 $303,490 - $315,216	5,330 Added 155.21%	8,764 $510,000
Q2 2019 Aug 02, 2019	BUY	N/A	3,434 New	3,434 $201,000
Q2 2018 Aug 10, 2018	SELL	N/A	-4,778 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-16,547 Reduced 77.59%	4,778 $274,000
Q4 2017 Feb 12, 2018	BUY	N/A	14,810 Added 227.32%	21,325 $1.3 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-3,013 Reduced 31.62%	6,515 $370,000
Q2 2017 Aug 14, 2017	BUY	N/A	9,528	9,528 $514,000

Others Institutions Holding XLB

# of Institutions

944

Shares Held

59.8M

Call Options Held

14.6M

Put Options Held

17.7M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

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Institute For Wealth Management, Llc. Select Sector Spdr Fd Material Transaction History