Bartlett & Co. Wealth Management LLC Industrial Sector Spdr Transaction History

Bartlett & Co. Wealth Management LLC

$6.97 Trillion
Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 655 shares of XLI stock, worth $92,748. This represents 0.0% of its overall portfolio holdings.

Number of Shares

655

Previous 655 -0.0%

Holding current value

$92,748

Previous $79.8 Million 11.13%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$110.23 - $125.96 $81,019 - $92,580	-735 Reduced 52.88%	655 $82.5 Million
Q4 2023 Feb 14, 2024	BUY	$96.44 - $114.13 $70,883 - $83,885	735 Added 112.21%	1,390 $159 Million
Q1 2023 Feb 14, 2024	SELL	$96.51 - $103.67 $14,379 - $15,446	-149 Reduced 18.53%	655 $66.3 Million
Q4 2022 Feb 14, 2024	SELL	$84.74 - $102.33 $35,082 - $42,364	-414 Reduced 33.99%	804 $79 Million
Q3 2021 Feb 13, 2024	SELL	$97.84 - $105.53 $9,784 - $10,553	-100 Reduced 7.59%	1,218 $119 Million
Q2 2020 Feb 13, 2024	BUY	$56.34 - $76.29 $37,353 - $50,580	663 Added 101.22%	1,318 $90.5 Million
Q1 2018 Feb 13, 2024	BUY	N/A	655 New	655 $48.7 Million

Others Institutions Holding XLI

# of Institutions

1,424

Shares Held

143M

Call Options Held

20.8M

Put Options Held

27.3M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Account

Bartlett & Co. Wealth Management LLC Industrial Sector Spdr Transaction History