A detailed history of Hhm Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 593 shares of XLI stock, worth $83,968. This represents 0.01% of its overall portfolio holdings.

Number of Shares
593
Previous 593 -0.0%
Holding current value
$83,968
Previous $74,000 2.7%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 19, 2023

BUY
$84.74 - $102.33 $16,948 - $20,466
200 Added 50.89%
593 $0
Q3 2021

Nov 02, 2021

SELL
$97.84 - $105.53 $3,913 - $4,221
-40 Reduced 9.24%
393 $38,000
Q1 2021

Apr 23, 2021

BUY
$84.77 - $98.77 $33,314 - $38,816
393 Added 982.5%
433 $43,000
Q1 2020

May 12, 2020

BUY
$48.77 - $85.23 $1,950 - $3,409
40 New
40 $2,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.