Marcum Wealth, LLC Industrial Sector Spdr Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Marcum Wealth, LLC holds 2,140 shares of XLI stock, worth $294,357. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,140

Previous 2,139 0.05%

Holding current value

$294,357

Previous $289,000 2.77%

% of portfolio

0.02%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$131.76 - $143.99 $131 - $143	1 Added 0.05%	2,140 $281,000
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

1,534

Shares Held

142M

Call Options Held

23.3M

Put Options Held

39.4M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Marcum Wealth, LLC Industrial Sector Spdr Transaction History