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

Measured Wealth Private Client Group, LLC

  • $309 Million
  • Q1 2025

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 6,592 shares of XLI stock, worth $941,733. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,592
Previous 21,002 68.61%
Holding current value
$941,733
Previous $2.77 Million 68.77%
% of portfolio
0.28%
Previous 0.9%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$128.78 - $141.67 $1.86 Million - $2.04 Million
-14,410 Reduced 68.61%
6,592 $864,000
Q4 2024

Jan 27, 2025
BUY
$131.76 - $143.99 $40,055 - $43,772
304 Added 1.47%
21,002 $2.77 Million
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
1,563
Shares Held
137M
Call Options Held
20.2M
Put Options Held
54.2M
View Full List

About INDUSTRIAL SECTOR SPDR

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