Kellett Schaffner Wealth Advisors LLC Industrial Sector Spdr Transaction History

Kellett Schaffner Wealth Advisors LLC

  • $144 Million
  • Q1 2024

A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 3,628 shares of XLI stock, worth $438,407. This represents 0.32% of its overall portfolio holdings.

Number of Shares
3,628
Previous 3,459 4.89%
Holding current value
$438,407
Previous $394,000 15.74%
% of portfolio
0.32%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$110.23 - $125.96 $18,628 - $21,287
169 Added 4.89%
3,628 $456,000
Q4 2023

Jan 31, 2024
BUY
$96.44 - $114.13 $333,585 - $394,775
3,459 New
3,459 $394,000

Others Institutions Holding XLI

# of Institutions
1,360
Shares Held
134M
Call Options Held
19.5M
Put Options Held
23.3M
View Full List

About INDUSTRIAL SECTOR SPDR

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