New Wave Wealth Advisors LLC Industrial Sector Spdr Transaction History

New Wave Wealth Advisors LLC

  • $235 Billion
  • Q2 2025

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 29,129 shares of XLI stock, worth $4.45 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
29,129
Previous 28,541 2.06%
Holding current value
$4.45 Million
Previous $3.74 Billion 14.87%
% of portfolio
1.83%
Previous 1.68%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$116.42 - $147.52 $68,454 - $86,741
588 Added 2.06%
29,129 $4.3 Billion
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

# of Institutions
1,589
Shares Held
137M
Call Options Held
20.8M
Put Options Held
54.9M
View Full List

About INDUSTRIAL SECTOR SPDR

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