A detailed history of Waterway Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 10,581 shares of XLI stock, worth $1.42 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
10,581
Previous 12,076 12.38%
Holding current value
$1.42 Million
Previous $1.47 Billion 2.63%
% of portfolio
0.62%
Previous 0.72%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$120.56 - $135.44 $180,237 - $202,482
-1,495 Reduced 12.38%
10,581 $1.43 Billion
Q2 2024

Jul 25, 2024

BUY
$120.47 - $125.94 $675,475 - $706,145
5,607 Added 86.67%
12,076 $1.47 Billion
Q1 2024

Apr 18, 2024

BUY
$110.23 - $125.96 $76,279 - $87,164
692 Added 11.98%
6,469 $815 Million
Q4 2023

Jan 17, 2024

BUY
$96.44 - $114.13 $557,133 - $659,329
5,777 New
5,777 $659 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Waterway Wealth Management, LLC Portfolio

Follow Waterway Wealth Management, 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 Waterway Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterway Wealth Management, LLC with notifications on news.