Iron Bridge Private Wealth, LLC Industrial Sector Spdr Transaction History

Iron Bridge Private Wealth, LLC

  • $236 Million
  • Q1 2025

A detailed history of Iron Bridge Private Wealth, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Iron Bridge Private Wealth, LLC holds 32,514 shares of XLI stock, worth $4.81 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
32,514
Previous 31,547 3.07%
Holding current value
$4.81 Million
Previous $4.16 Million 2.53%
% of portfolio
1.81%
Previous 1.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$128.78 - $141.67 $124,530 - $136,994
967 Added 3.07%
32,514 $4.26 Million
Q4 2024

Feb 13, 2025
BUY
$131.76 - $143.99 $4.16 Million - $4.54 Million
31,547 New
31,547 $4.16 Million
Q2 2022

Jul 27, 2022
SELL
$85.56 - $102.18 $6.59 Million - $7.87 Million
-76,979 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$95.6 - $107.05 $7.36 Million - $8.24 Million
76,979 New
76,979 $7.93 Million

Others Institutions Holding XLI

# of Institutions
1,562
Shares Held
137M
Call Options Held
20.2M
Put Options Held
54.2M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Iron Bridge Private Wealth, LLC Portfolio

Follow Iron Bridge Private Wealth, 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 Iron Bridge Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Bridge Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email