Hb Wealth Management, LLC Industrial Sector Spdr Transaction History

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Hb Wealth Management, LLC holds 17,833 shares of XLI stock, worth $2.54 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,833
Previous 17,563 1.54%
Holding current value
$2.54 Million
Previous $2.14 Million 12.85%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 15, 2024
BUY
$120.56 - $135.44 $32,551 - $36,568
270 Added 1.54%
17,833 $2.42 Million
Q2 2024

Jul 26, 2024
BUY
$120.47 - $125.94 $469,110 - $490,410
3,894 Added 28.49%
17,563 $2.14 Million
Q1 2024

Apr 30, 2024
BUY
$110.23 - $125.96 $157,518 - $179,996
1,429 Added 11.67%
13,669 $1.72 Million
Q4 2023

Jan 16, 2024
SELL
$96.44 - $114.13 $28,160 - $33,325
-292 Reduced 2.33%
12,240 $1.4 Million
Q3 2023

Oct 13, 2023
SELL
$100.74 - $110.75 $29,214 - $32,117
-290 Reduced 2.26%
12,532 $1.27 Million
Q2 2023

Jul 13, 2023
SELL
$96.85 - $107.32 $55,688 - $61,708
-575 Reduced 4.29%
12,822 $1.38 Million
Q1 2023

Apr 13, 2023
SELL
$96.51 - $103.67 $292,714 - $314,431
-3,033 Reduced 18.46%
13,397 $1.36 Million
Q4 2022

Jan 20, 2023
BUY
$84.74 - $102.33 $283,455 - $342,293
3,345 Added 25.56%
16,430 $0
Q3 2022

Oct 19, 2022
BUY
$82.84 - $100.53 $7,704 - $9,349
93 Added 0.72%
13,085 $1.08 Million
Q2 2022

Jul 15, 2022
BUY
$85.56 - $102.18 $95,912 - $114,543
1,121 Added 9.44%
12,992 $1.14 Million
Q1 2022

May 16, 2022
SELL
$95.6 - $107.05 $15,009 - $16,806
-157 Reduced 1.31%
11,871 $1.22 Million
Q4 2021

Feb 15, 2022
BUY
$98.64 - $107.12 $1.19 Million - $1.29 Million
12,028 New
12,028 $1.27 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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