Meridian Wealth Management, LLC Industrial Sector Spdr Transaction History

Meridian Wealth Management, LLC

$2.07 Billion
Q4 2024

A detailed history of Meridian Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 4,954 shares of XLI stock, worth $655,166. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,954

Previous 5,030 1.51%

Holding current value

$655,166

Previous $681,000 4.26%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$131.76 - $143.99 $10,013 - $10,943	-76 Reduced 1.51%	4,954 $652,000
Q3 2024 Nov 12, 2024	BUY	$120.56 - $135.44 $1,808 - $2,031	15 Added 0.3%	5,030 $681,000
Q2 2024 Aug 08, 2024	BUY	$120.47 - $125.94 $604,157 - $631,589	5,015 New	5,015 $611,000
Q3 2023 Oct 17, 2023	SELL	$100.74 - $110.75 $7,857 - $8,638	-78 Reduced 1.25%	6,138 $622,000
Q2 2023 Aug 02, 2023	SELL	$96.85 - $107.32 $31,960 - $35,415	-330 Reduced 5.04%	6,216 $667,000
Q1 2023 May 12, 2023	SELL	$96.51 - $103.67 $772 - $829	-8 Reduced 0.12%	6,546 $662,000
Q4 2022 Feb 13, 2023	SELL	$84.74 - $102.33 $2,457 - $2,967	-29 Reduced 0.44%	6,554 $643,000
Q3 2022 Nov 14, 2022	SELL	$82.84 - $100.53 $162,117 - $196,737	-1,957 Reduced 22.92%	6,583 $545,000
Q2 2022 Aug 05, 2022	BUY	$85.56 - $102.18 $220,231 - $263,011	2,574 Added 43.14%	8,540 $746,000
Q1 2022 May 12, 2022	SELL	$95.6 - $107.05 $307,354 - $344,165	-3,215 Reduced 35.02%	5,966 $614,000
Q4 2021 Jan 27, 2022	SELL	$98.64 - $107.12 $229,732 - $249,482	-2,329 Reduced 20.23%	9,181 $971,000
Q3 2021 Oct 15, 2021	SELL	$97.84 - $105.53 $6,066 - $6,542	-62 Reduced 0.54%	11,510 $1.13 Million
Q2 2021 Jul 22, 2021	BUY	$98.78 - $105.53 $150,343 - $160,616	1,522 Added 15.14%	11,572 $1.19 Million
Q1 2021 May 07, 2021	BUY	$84.77 - $98.77 $434,954 - $506,788	5,131 Added 104.31%	10,050 $989,000
Q4 2020 Jan 19, 2021	BUY	$74.87 - $89.65 $368,285 - $440,988	4,919 New	4,919 $435,000
Q3 2019 Nov 08, 2019	SELL	$77.22 - $79.35 $58,764 - $60,385	-761 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	761 New	761 $571,000

Others Institutions Holding XLI

# of Institutions

1,547

Shares Held

141M

Call Options Held

23.1M

Put Options Held

38.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.

Account

Meridian Wealth Management, LLC Industrial Sector Spdr Transaction History