A detailed history of New Wave Wealth Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 28,541 shares of XLI stock, worth $4.08 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
28,541
Previous 25,667 11.2%
Holding current value
$4.08 Million
Previous $3.38 Billion 10.61%
% of portfolio
1.68%
Previous 1.39%

Shares

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

Apr 25, 2025

BUY
$128.78 - $141.67 $370,113 - $407,159
2,874 Added 11.2%
28,541 $3.74 Billion
Q4 2024

Jan 23, 2025

SELL
$131.76 - $143.99 $225,046 - $245,934
-1,708 Reduced 6.24%
25,667 $3.38 Billion
Q3 2024

Oct 23, 2024

BUY
$120.56 - $135.44 $39,302 - $44,153
326 Added 1.21%
27,375 $3.71 Billion
Q2 2024

Aug 27, 2024

BUY
$120.47 - $125.94 $3.26 Million - $3.41 Million
27,049 New
27,049 $3.3 Billion

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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