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

Institute For Wealth Management, Llc.

$737 Million
Q2 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 41,357 shares of XLI stock, worth $5.58 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

41,357

Previous 40,951 0.99%

Holding current value

$5.58 Million

Previous $5.16 Million 2.29%

% of portfolio

0.68%

Previous 0.67%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,397

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

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