Jfs Wealth Advisors, LLC Select Sector Spdr Fd Material Transaction History

Jfs Wealth Advisors, LLC

  • $1.74 Billion
  • Q4 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 4,962 shares of XLB stock, worth $430,552. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,962
Previous 6,708 26.03%
Holding current value
$430,552
Previous $601,000 28.45%
% of portfolio
0.02%
Previous 0.04%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
SELL
$84.72 - $89.9 $147,921 - $156,965
-1,746 Reduced 26.03%
4,962 $430,000
Q3 2025

Nov 10, 2025
BUY
$86.72 - $92.61 $368,039 - $393,036
4,244 Added 172.24%
6,708 $601,000
Q2 2025

Jul 24, 2025
SELL
$74.27 - $88.92 $4,530 - $5,424
-61 Reduced 2.42%
2,464 $216,000
Q4 2024

Jan 30, 2025
BUY
$83.8 - $97.58 $838 - $975
10 Added 0.4%
2,525 $212,000
Q3 2024

Oct 25, 2024
BUY
$86.95 - $97.09 $1,130 - $1,262
13 Added 0.52%
2,515 $242,000
Q2 2024

Jul 15, 2024
SELL
$88.28 - $93.06 $3,796 - $4,001
-43 Reduced 1.69%
2,502 $220,000
Q1 2024

Apr 30, 2024
BUY
$80.98 - $92.89 $4,777 - $5,480
59 Added 2.37%
2,545 $236,000
Q4 2023

Feb 07, 2024
BUY
$74.46 - $86.21 $521 - $603
7 Added 0.28%
2,486 $212,000
Q3 2023

Nov 02, 2023
BUY
$77.84 - $85.72 $6,772 - $7,457
87 Added 3.64%
2,479 $194,000
Q2 2023

Aug 07, 2023
SELL
$75.02 - $82.87 $50,713 - $56,020
-676 Reduced 22.03%
2,392 $198,000
Q1 2023

Apr 19, 2023
BUY
$75.51 - $85.21 $1,359 - $1,533
18 Added 0.59%
3,068 $247,000
Q4 2022

Feb 13, 2023
SELL
$68.18 - $83.76 $360,126 - $442,420
-5,282 Reduced 63.39%
3,050 $236,000
Q3 2022

Oct 21, 2022
SELL
$67.32 - $81.52 $9,694 - $11,738
-144 Reduced 1.7%
8,332 $567,000
Q2 2022

Aug 02, 2022
SELL
$73.54 - $90.55 $59,420 - $73,164
-808 Reduced 8.7%
8,476 $624,000
Q1 2022

May 02, 2022
SELL
$79.77 - $90.53 $31,748 - $36,030
-398 Reduced 4.11%
9,284 $818,000
Q4 2021

Feb 03, 2022
BUY
$80.02 - $90.61 $3,200 - $3,624
40 Added 0.41%
9,682 $877,000
Q3 2021

Nov 09, 2021
BUY
$79.11 - $86.51 $620,380 - $678,411
7,842 Added 435.67%
9,642 $763,000
Q2 2021

Aug 04, 2021
BUY
$79.26 - $88.68 $142,668 - $159,624
1,800 New
1,800 $148,000
Q2 2018

Jul 26, 2018
SELL
N/A
-100 Closed
0 $0
Q1 2018

Apr 26, 2018
BUY
N/A
93 Added 1328.57%
100 $6,000
Q4 2017

Jan 31, 2018
BUY
N/A
7
7 $0

Others Institutions Holding XLB

# of Institutions
939
Shares Held
56.4M
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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