H&H Retirement Design & Management Inc Industrial Sector Spdr Transaction History

H&H Retirement Design & Management Inc

$169 Million
Q3 2024

A detailed history of H&H Retirement Design & Management Inc transactions in Industrial Sector Spdr stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 37,407 shares of XLI stock, worth $5.01 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares

37,407

Previous 36,255 3.18%

Holding current value

$5.01 Million

Previous $4.42 Million 14.67%

% of portfolio

3.0%

Previous 2.79%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$120.56 - $135.44 $138,885 - $156,026	1,152 Added 3.18%	37,407 $5.07 Million
Q2 2024 Jul 23, 2024	BUY	$120.47 - $125.94 $42,405 - $44,330	352 Added 0.98%	36,255 $4.42 Million
Q1 2024 Apr 23, 2024	SELL	$110.23 - $125.96 $579,368 - $662,045	-5,256 Reduced 12.77%	35,903 $4.52 Million
Q4 2023 Feb 09, 2024	SELL	$96.44 - $114.13 $80,430 - $95,184	-834 Reduced 1.99%	41,159 $4.69 Million
Q3 2023 Oct 16, 2023	SELL	$100.74 - $110.75 $20,953 - $23,036	-208 Reduced 0.49%	41,993 $4.26 Million
Q2 2023 Jul 14, 2023	SELL	$96.85 - $107.32 $46,197 - $51,191	-477 Reduced 1.12%	42,201 $4.53 Million
Q1 2023 Apr 14, 2023	BUY	$96.51 - $103.67 $4.12 Million - $4.42 Million	42,678 New	42,678 $4.32 Million

Others Institutions Holding XLI

# of Institutions

1,438

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

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 H&H Retirement Design & Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on H&H Retirement Design & Management Inc with notifications on news.

Account

H&H Retirement Design & Management Inc Industrial Sector Spdr Transaction History