Institute For Wealth Management, Llc. Industrial Sector Spdr Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 42,215 shares of XLI stock, worth $5.65 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
42,215
Previous 41,479 1.77%
Holding current value
$5.65 Million
Previous $5.62 Million 0.98%
% of portfolio
0.71%
Previous 0.72%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$131.76 - $143.99 $96,975 - $105,976
736 Added 1.77%
42,215 $5.56 Million
Q3 2024

Nov 12, 2024
BUY
$120.56 - $135.44 $14,708 - $16,523
122 Added 0.29%
41,479 $5.62 Million
Q2 2024

Jul 25, 2024
BUY
$120.47 - $125.94 $48,910 - $51,131
406 Added 0.99%
41,357 $5.04 Million
Q1 2024

Apr 30, 2024
BUY
$110.23 - $125.96 $68,011 - $77,717
617 Added 1.53%
40,951 $5.16 Million
Q4 2023

Jan 31, 2024
BUY
$96.44 - $114.13 $3,086 - $3,652
32 Added 0.08%
40,334 $4.6 Million
Q3 2023

Oct 13, 2023
SELL
$100.74 - $110.75 $19,745 - $21,707
-196 Reduced 0.48%
40,302 $4.09 Million
Q2 2023

Jul 25, 2023
SELL
$96.85 - $107.32 $11,428 - $12,663
-118 Reduced 0.29%
40,498 $4.35 Million
Q1 2023

Apr 20, 2023
SELL
$96.51 - $103.67 $188,484 - $202,467
-1,953 Reduced 4.59%
40,616 $4.11 Million
Q4 2022

Feb 02, 2023
BUY
$84.74 - $102.33 $369,381 - $446,056
4,359 Added 11.41%
42,569 $4.18 Million
Q3 2022

Oct 18, 2022
BUY
$82.84 - $100.53 $1,491 - $1,809
18 Added 0.05%
38,210 $3.17 Million
Q2 2022

Jul 25, 2022
BUY
$85.56 - $102.18 $46,031 - $54,972
538 Added 1.43%
38,192 $3.34 Million
Q1 2022

Apr 29, 2022
BUY
$95.6 - $107.05 $202,863 - $227,160
2,122 Added 5.97%
37,654 $3.88 Million
Q4 2021

Jan 21, 2022
SELL
$98.64 - $107.12 $116,493 - $126,508
-1,181 Reduced 3.22%
35,532 $3.76 Million
Q3 2021

Nov 15, 2021
BUY
$97.84 - $105.53 $132,671 - $143,098
1,356 Added 3.84%
36,713 $3.59 Million
Q2 2021

Jul 21, 2021
BUY
$98.78 - $105.53 $70,035 - $74,820
709 Added 2.05%
35,357 $3.62 Million
Q1 2021

May 04, 2021
BUY
$84.77 - $98.77 $6,527 - $7,605
77 Added 0.22%
34,648 $3.41 Million
Q4 2020

Feb 01, 2021
BUY
$74.87 - $89.65 $143,825 - $172,217
1,921 Added 5.88%
34,571 $3.06 Million
Q3 2020

Nov 03, 2020
BUY
$67.14 - $79.9 $22,357 - $26,606
333 Added 1.03%
32,650 $2.51 Million
Q2 2020

Jul 30, 2020
BUY
$56.34 - $76.29 $54,649 - $74,001
970 Added 3.09%
32,317 $2.22 Million
Q1 2020

Apr 29, 2020
SELL
$48.77 - $85.23 $133,190 - $232,763
-2,731 Reduced 8.01%
31,347 $1.85 Million
Q4 2019

Feb 27, 2020
BUY
$74.07 - $82.5 $2.32 Million - $2.58 Million
31,302 Added 1127.59%
34,078 $2.78 Million
Q4 2019

Jan 27, 2020
SELL
$74.07 - $82.5 $1.97 Million - $2.2 Million
-26,626 Reduced 90.56%
2,776 $2.78 Million
Q3 2019

Oct 28, 2019
SELL
$77.22 - $79.35 $381,466 - $391,989
-4,940 Reduced 14.38%
29,402 $2.28 Million
Q2 2019

Aug 02, 2019
BUY
N/A
1,054 Added 3.17%
34,342 $2.66 Million
Q1 2019

May 15, 2019
BUY
N/A
2,531 Added 8.23%
33,288 $2.5 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-1,932 Reduced 5.91%
30,757 $1.98 Million
Q3 2018

Oct 29, 2018
SELL
N/A
-1,803 Reduced 5.23%
32,689 $2.57 Million
Q2 2018

Aug 10, 2018
BUY
N/A
213 Added 0.62%
34,492 $2.48 Million
Q1 2018

May 15, 2018
SELL
N/A
-7,706 Reduced 18.35%
34,279 $2.48 Million
Q4 2017

Feb 12, 2018
BUY
N/A
7,573 Added 22.01%
41,985 $3.21 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-595 Reduced 1.7%
34,412 $2.45 Million
Q2 2017

Aug 14, 2017
BUY
N/A
35,007
35,007 $2.37 Million

Others Institutions Holding XLI

# of Institutions
1,540
Shares Held
141M
Call Options Held
23.1M
Put Options Held
38.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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