Measured Wealth Private Client Group, LLC Industrial Sector Spdr Transaction History

Measured Wealth Private Client Group, LLC

  • $296 Million
  • Q3 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 20,698 shares of XLI stock, worth $2.76 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
20,698
Previous 37,019 44.09%
Holding current value
$2.76 Million
Previous $4.51 Million 37.86%
% of portfolio
0.95%
Previous 1.6%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$120.56 - $135.44 $1.97 Million - $2.21 Million
-16,321 Reduced 44.09%
20,698 $2.8 Million
Q2 2024

Aug 12, 2024
BUY
$120.47 - $125.94 $561,390 - $586,880
4,660 Added 14.4%
37,019 $4.51 Million
Q1 2024

Apr 18, 2024
BUY
$110.23 - $125.96 $3.32 Million - $3.79 Million
30,113 Added 1340.74%
32,359 $4.08 Million
Q4 2023

Feb 06, 2024
SELL
$96.44 - $114.13 $13,598 - $16,092
-141 Reduced 5.91%
2,246 $256,000
Q3 2023

Oct 18, 2023
SELL
$100.74 - $110.75 $218,102 - $239,773
-2,165 Reduced 47.56%
2,387 $241,000
Q2 2023

Jul 20, 2023
SELL
$96.85 - $107.32 $1.1 Million - $1.22 Million
-11,338 Reduced 71.35%
4,552 $488,000
Q1 2023

May 01, 2023
BUY
$96.51 - $103.67 $36,673 - $39,394
380 Added 2.45%
15,890 $1.61 Million
Q4 2022

Jan 23, 2023
BUY
$84.74 - $102.33 $1.31 Million - $1.59 Million
15,510 New
15,510 $0

Others Institutions Holding XLI

# of Institutions
1,438
Shares Held
131M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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