Householder Group Estate & Retirement Specialist, LLC Industrial Sector Spdr Transaction History

Householder Group Estate & Retirement Specialist, LLC

$356 Million
Q2 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 2,269 shares of XLI stock, worth $299,802. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,269

Previous 2,000 13.45%

Holding current value

$299,802

Previous $251,000 9.96%

% of portfolio

0.08%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$120.47 - $125.94 $32,406 - $33,877	269 Added 13.45%	2,269 $276,000
Q1 2024 May 03, 2024	SELL	$110.23 - $125.96 $10,030 - $11,462	-91 Reduced 4.35%	2,000 $251,000
Q4 2023 Jan 23, 2024	SELL	$96.44 - $114.13 $13,115 - $15,521	-136 Reduced 6.11%	2,091 $238,000
Q3 2023 Oct 10, 2023	BUY	$100.74 - $110.75 $102,754 - $112,965	1,020 Added 84.51%	2,227 $225,000
Q1 2023 Apr 13, 2023	BUY	$96.51 - $103.67 $116,487 - $125,129	1,207 New	1,207 $122,000
Q3 2022 Oct 11, 2022	BUY	$82.84 - $100.53 $91,289 - $110,784	1,102 New	1,102 $91,000

Others Institutions Holding XLI

# of Institutions

1,397

Shares Held

143M

Call Options Held

20.8M

Put Options Held

27.6M

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 Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Account

Householder Group Estate & Retirement Specialist, LLC Industrial Sector Spdr Transaction History