Marcum Wealth, LLC Industrial Sector Spdr Transaction History

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Marcum Wealth, LLC holds 2,139 shares of XLI stock, worth $286,668. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,139
Previous 2,139 -0.0%
Holding current value
$286,668
Previous $260,000 11.15%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
SELL
$120.47 - $125.94 $29,997 - $31,359
-249 Reduced 10.43%
2,139 $260,000
Q1 2024

Apr 10, 2024
SELL
$110.23 - $125.96 $5,952 - $6,801
-54 Reduced 2.21%
2,388 $300,000
Q4 2023

Jan 10, 2024
BUY
$96.44 - $114.13 $5,111 - $6,048
53 Added 2.22%
2,442 $278,000
Q3 2023

Oct 10, 2023
SELL
$100.74 - $110.75 $5,540 - $6,091
-55 Reduced 2.25%
2,389 $242,000
Q2 2023

Jul 13, 2023
SELL
$96.85 - $107.32 $17,142 - $18,995
-177 Reduced 6.75%
2,444 $262,000
Q1 2023

Apr 19, 2023
SELL
$96.51 - $103.67 $8,589 - $9,226
-89 Reduced 3.28%
2,621 $265,000
Q4 2022

Jan 12, 2023
BUY
$84.74 - $102.33 $4,914 - $5,935
58 Added 2.19%
2,710 $0
Q3 2022

Oct 11, 2022
BUY
$82.84 - $100.53 $4,556 - $5,529
55 Added 2.12%
2,652 $220,000
Q2 2022

Jul 14, 2022
BUY
$85.56 - $102.18 $171 - $204
2 Added 0.08%
2,597 $227,000
Q1 2022

Apr 20, 2022
SELL
$95.6 - $107.05 $364,427 - $408,074
-3,812 Reduced 59.5%
2,595 $267,000
Q4 2021

Feb 01, 2022
BUY
$98.64 - $107.12 $44,092 - $47,882
447 Added 7.5%
6,407 $678,000
Q3 2021

Nov 08, 2021
BUY
$97.84 - $105.53 $37,374 - $40,312
382 Added 6.85%
5,960 $583,000
Q2 2021

Aug 10, 2021
SELL
$98.78 - $105.53 $623,400 - $665,999
-6,311 Reduced 53.08%
5,578 $571,000
Q1 2021

May 11, 2021
BUY
$84.77 - $98.77 $1.01 Million - $1.17 Million
11,889 New
11,889 $1.17 Million
Q1 2020

May 14, 2020
SELL
$48.77 - $85.23 $124,119 - $216,910
-2,545 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$74.07 - $82.5 $188,508 - $209,962
2,545 New
2,545 $207,000

Others Institutions Holding XLI

# of Institutions
1,418
Shares Held
144M
Call Options Held
20.8M
Put Options Held
27.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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