Epg Wealth Management LLC Industrial Sector Spdr Transaction History

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024

A detailed history of Epg Wealth Management LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Epg Wealth Management LLC holds 3,680 shares of XLI stock, worth $506,184. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,680
Previous 4,846 24.06%
Holding current value
$506,184
Previous $656 Million 26.13%
% of portfolio
0.13%
Previous 0.17%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$131.76 - $143.99 $153,632 - $167,892
-1,166 Reduced 24.06%
3,680 $485 Million
Q3 2024

Nov 13, 2024
BUY
$120.56 - $135.44 $584,233 - $656,342
4,846 New
4,846 $656 Million
Q2 2024

Aug 13, 2024
SELL
$120.47 - $125.94 $752,335 - $786,495
-6,245 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$110.23 - $125.96 $35,824 - $40,937
325 Added 5.49%
6,245 $786,000
Q4 2023

Feb 14, 2024
SELL
$96.44 - $114.13 $34,429 - $40,744
-357 Reduced 5.69%
5,920 $674,000
Q3 2023

Nov 13, 2023
SELL
$100.74 - $110.75 $6,145 - $6,755
-61 Reduced 0.96%
6,277 $636,000
Q2 2023

Aug 15, 2023
BUY
$96.85 - $107.32 $3,099 - $3,434
32 Added 0.51%
6,338 $680,000
Q1 2023

May 15, 2023
BUY
$96.51 - $103.67 $3,088 - $3,317
32 Added 0.51%
6,306 $638,000
Q4 2022

Feb 14, 2023
BUY
$84.74 - $102.33 $38,471 - $46,457
454 Added 7.8%
6,274 $616,000
Q3 2022

Nov 15, 2022
SELL
$82.84 - $100.53 $80,354 - $97,514
-970 Reduced 14.29%
5,820 $482,000
Q2 2022

Aug 15, 2022
SELL
$85.56 - $102.18 $12,662 - $15,122
-148 Reduced 2.13%
6,790 $593,000
Q1 2022

May 10, 2022
BUY
$95.6 - $107.05 $48,373 - $54,167
506 Added 7.87%
6,938 $714,000
Q4 2021

Feb 14, 2022
BUY
$98.64 - $107.12 $37,976 - $41,241
385 Added 6.37%
6,432 $681,000
Q3 2021

Nov 15, 2021
BUY
$97.84 - $105.53 $9,001 - $9,708
92 Added 1.54%
6,047 $592,000
Q2 2021

Aug 09, 2021
BUY
$98.78 - $105.53 $64,207 - $68,594
650 Added 12.25%
5,955 $610,000
Q1 2021

May 10, 2021
BUY
$84.77 - $98.77 $449,704 - $523,974
5,305 New
5,305 $522,000
Q2 2020

Aug 06, 2020
SELL
$56.34 - $76.29 $31,888 - $43,180
-566 Closed
0 $0
Q1 2020

May 05, 2020
SELL
$48.77 - $85.23 $10,339 - $18,068
-212 Reduced 27.25%
566 $33,000
Q4 2019

Feb 14, 2020
BUY
$74.07 - $82.5 $57,626 - $64,185
778 New
778 $63,000

Others Institutions Holding XLI

# of Institutions
1,534
Shares Held
142M
Call Options Held
23.3M
Put Options Held
39.4M
View Full List

About INDUSTRIAL SECTOR SPDR

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