Ballast Advisors LLC Industrial Sector Spdr Transaction History

Ballast Advisors LLC

$322 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 16, 2020	SELL	$48.77 - $85.23 $3,852 - $6,733	-79 Reduced 53.38%	69 $4,000
Q4 2019 Feb 14, 2020	BUY	$74.07 - $82.5 $10,962 - $12,210	148 New	148 $12,000

Others Institutions Holding XLI

# of Institutions

1,437

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

Bank Of America Corp Charlotte, NC

17.6M
Shares

$2.44 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.62M
Shares

$1.2 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

7.09M
Shares

$983 Million
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

6.43M
Shares

$892 Million
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

5.73M
Shares

$795 Million
0.18% of portfolio

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ballast Advisors LLC with notifications on news.