Chicago Wealth Management, Inc. Industrial Sector Spdr Transaction History

Chicago Wealth Management, Inc.

$182 Million
Q4 2024

A detailed history of Chicago Wealth Management, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Chicago Wealth Management, Inc. holds 87,499 shares of XLI stock, worth $12.1 Million. This represents 6.34% of its overall portfolio holdings.

Number of Shares

87,499

Previous 85,087 2.83%

Holding current value

$12.1 Million

Previous $11.5 Million 0.03%

% of portfolio

6.34%

Previous 6.51%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$131.76 - $143.99 $317,805 - $347,303	2,412 Added 2.83%	87,499 $11.5 Million
Q3 2024 Nov 12, 2024	BUY	$120.56 - $135.44 $131,289 - $147,494	1,089 Added 1.3%	85,087 $11.5 Million
Q2 2024 Aug 14, 2024	BUY	$120.47 - $125.94 $148,057 - $154,780	1,229 Added 1.48%	83,998 $10.2 Million
Q1 2024 May 15, 2024	BUY	$110.23 - $125.96 $13,337 - $15,241	121 Added 0.15%	82,769 $10.4 Million
Q4 2023 Feb 14, 2024	SELL	$96.44 - $114.13 $82,166 - $97,238	-852 Reduced 1.02%	82,648 $9.42 Million
Q3 2023 Nov 13, 2023	SELL	$100.74 - $110.75 $43,015 - $47,290	-427 Reduced 0.51%	83,500 $8.47 Million
Q2 2023 Aug 15, 2023	SELL	$96.85 - $107.32 $113,120 - $125,349	-1,168 Reduced 1.37%	83,927 $9.01 Million
Q1 2023 May 12, 2023	BUY	$96.51 - $103.67 $8.21 Million - $8.82 Million	85,095 New	85,095 $8.61 Million
Q2 2022 Aug 15, 2022	SELL	$85.56 - $102.18 $5.96 Million - $7.12 Million	-69,674 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$95.6 - $107.05 $182,882 - $204,786	-1,913 Reduced 2.67%	69,674 $7.18 Million
Q4 2021 Feb 14, 2022	BUY	$98.64 - $107.12 $205,664 - $223,345	2,085 Added 3.0%	71,587 $7.58 Million
Q3 2021 Nov 10, 2021	BUY	$97.84 - $105.53 $288,334 - $310,996	2,947 Added 4.43%	69,502 $6.8 Million
Q2 2021 Aug 16, 2021	BUY	$98.78 - $105.53 $6.57 Million - $7.02 Million	66,555 New	66,555 $6.82 Million

Others Institutions Holding XLI

# of Institutions

1,537

Shares Held

141M

Call Options Held

23.1M

Put Options Held

38.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Chicago Wealth Management, Inc. Industrial Sector Spdr Transaction History