Lumature Wealth Partners, LLC Industrial Sector Spdr Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 4,800 shares of XLI stock, worth $629,856. This represents 0.31% of its overall portfolio holdings.

Number of Shares

4,800

Previous 4,484 7.05%

Holding current value

$629,856

Previous $453,000 13.69%

% of portfolio

0.31%

Previous 0.25%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$96.85 - $107.32 $30,604 - $33,913	316 Added 7.05%	4,800 $515,000
Q1 2023 May 15, 2023	SELL	$96.51 - $103.67 $26,154 - $28,094	-271 Reduced 5.7%	4,484 $453,000
Q4 2022 Feb 14, 2023	SELL	$84.74 - $102.33 $103,552 - $125,047	-1,222 Reduced 20.45%	4,755 $466,000
Q3 2022 Nov 10, 2022	BUY	$82.84 - $100.53 $15,159 - $18,396	183 Added 3.16%	5,977 $495,000
Q2 2022 Aug 10, 2022	SELL	$85.56 - $102.18 $13,689 - $16,348	-160 Reduced 2.69%	5,794 $506,000
Q1 2022 May 13, 2022	BUY	$95.6 - $107.05 $36,710 - $41,107	384 Added 6.89%	5,954 $613,000
Q4 2021 Feb 10, 2022	BUY	$98.64 - $107.12 $26,040 - $28,279	264 Added 4.98%	5,570 $589,000
Q3 2021 Oct 29, 2021	BUY	$97.84 - $105.53 $72,988 - $78,725	746 Added 16.36%	5,306 $519,000
Q2 2021 Aug 10, 2021	BUY	$98.78 - $105.53 $64,503 - $68,911	653 Added 16.71%	4,560 $467,000
Q1 2021 May 11, 2021	BUY	$84.77 - $98.77 $171,913 - $200,305	2,028 Added 107.93%	3,907 $385,000
Q4 2020 Feb 08, 2021	BUY	$74.87 - $89.65 $140,680 - $168,452	1,879 New	1,879 $166,000

Others Institutions Holding XLI

# of Institutions

1,569

Shares Held

142M

Call Options Held

23.1M

Put Options Held

38.7M

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 Lumature Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lumature Wealth Partners, LLC with notifications on news.

Account

Lumature Wealth Partners, LLC Industrial Sector Spdr Transaction History