Congress Wealth Management LLC Industrial Sector Spdr Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Congress Wealth Management LLC holds 236,656 shares of XLI stock, worth $33.8 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
236,656
Previous 246,333 3.93%
Holding current value
$33.8 Million
Previous $30 Million 6.77%
% of portfolio
0.45%
Previous 0.49%

Shares

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

Nov 12, 2024
SELL
$120.56 - $135.44 $1.17 Million - $1.31 Million
-9,677 Reduced 3.93%
236,656 $32.1 Million
Q2 2024

Aug 13, 2024
SELL
$120.47 - $125.94 $13.7 Million - $14.3 Million
-113,470 Reduced 31.54%
246,333 $30 Million
Q1 2024

Apr 18, 2024
SELL
$110.23 - $125.96 $239,860 - $274,088
-2,176 Reduced 0.6%
359,803 $45.3 Million
Q4 2023

Feb 09, 2024
SELL
$96.44 - $114.13 $316,419 - $374,460
-3,281 Reduced 0.9%
361,979 $41.3 Million
Q3 2023

Oct 30, 2023
BUY
$100.74 - $110.75 $2.11 Million - $2.32 Million
20,982 Added 6.09%
365,260 $37 Million
Q2 2023

Jul 13, 2023
BUY
$96.85 - $107.32 $194,281 - $215,283
2,006 Added 0.59%
344,278 $36.9 Million
Q1 2023

Apr 14, 2023
BUY
$96.51 - $103.67 $704,812 - $757,102
7,303 Added 2.18%
342,272 $34.6 Million
Q4 2022

Feb 02, 2023
SELL
$84.74 - $102.33 $2.1 Million - $2.53 Million
-24,743 Reduced 6.88%
334,969 $32.9 Million
Q3 2022

Nov 08, 2022
BUY
$82.84 - $100.53 $8,449 - $10,254
102 Added 0.03%
359,712 $29.8 Million
Q2 2022

Aug 11, 2022
BUY
$85.56 - $102.18 $431,051 - $514,782
5,038 Added 1.42%
359,610 $31.4 Million
Q1 2022

May 16, 2022
SELL
$95.6 - $107.05 $20.5 Million - $23 Million
-214,425 Reduced 37.68%
354,572 $36.5 Million
Q4 2021

Feb 04, 2022
BUY
$98.64 - $107.12 $56.1 Million - $61 Million
568,997 New
568,997 $60.2 Million

Others Institutions Holding XLI

# of Institutions
1,434
Shares Held
131M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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