Hcr Wealth Advisors Industrial Sector Spdr Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$84.77 - $98.77 $1,186 - $1,382	-14 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	$67.14 - $79.9 $939 - $1,118	14 New	14 $1,000

Others Institutions Holding XLI

# of Institutions

1,433

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

Bank Of America Corp Charlotte, NC

17.6M
Shares

$2.45 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.62M
Shares

$1.2 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

7.09M
Shares

$986 Million
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

6.43M
Shares

$895 Million
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

5.73M
Shares

$797 Million
0.18% of portfolio

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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