Global Wealth Management Investment Advisory, Inc. Industrial Sector Spdr Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$85.56 - $102.18 $11,379 - $13,589	-133 Closed	0 $0
Q1 2022 May 17, 2022	BUY	$95.6 - $107.05 $12,714 - $14,237	133 New	133 $14,000
Q4 2021 Feb 15, 2022	SELL	$98.64 - $107.12 $295 - $321	-3 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$97.84 - $105.53 $293 - $316	3 New	3 $0
Q1 2021 May 17, 2021	SELL	$84.77 - $98.77 $7,120 - $8,296	-84 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$74.87 - $89.65 $9,733 - $11,654	-130 Reduced 60.75%	84 $7,000
Q3 2020 Nov 16, 2020	BUY	$67.14 - $79.9 $8,728 - $10,387	130 Added 154.76%	214 $16,000
Q2 2020 Aug 12, 2020	SELL	$56.34 - $76.29 $2,704 - $3,661	-48 Reduced 36.36%	84 $6,000
Q1 2020 May 14, 2020	BUY	$48.77 - $85.23 $1,853 - $3,238	38 Added 40.43%	132 $8,000
Q4 2019 Feb 14, 2020	BUY	$74.07 - $82.5 $740 - $825	10 Added 11.9%	94 $8,000
Q3 2019 Nov 14, 2019	SELL	$77.22 - $79.35 $2,393 - $2,459	-31 Reduced 26.96%	84 $7,000
Q2 2019 Aug 20, 2019	BUY	N/A	16 Added 16.16%	115 $9,000
Q1 2019 May 10, 2019	BUY	N/A	11 Added 12.5%	99 $7,000
Q4 2018 Feb 14, 2019	BUY	N/A	88 New	88 $6,000

Others Institutions Holding XLI

# of Institutions

1,418

Shares Held

144M

Call Options Held

20.8M

Put Options Held

27.6M

Bank Of America Corp Charlotte, NC

18M
Shares

$2.42 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.57M
Shares

$1.15 Billion
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

7.93M
Shares

$1.06 Billion
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

7.68M
Shares

$1.03 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

5.85M
Shares

$785 Million
0.18% of portfolio

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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