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 $684,720. This represents 0.31% of its overall portfolio holdings.

Number of Shares
4,800
Previous 4,484 7.05%
Holding current value
$684,720
Previous $453,000 13.69%
% of portfolio
0.31%
Previous 0.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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