Principle Wealth Partners LLC Industrial Sector Spdr Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Principle Wealth Partners LLC holds 10,338 shares of XLI stock, worth $1.38 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

10,338

Previous 8,844 16.89%

Holding current value

$1.38 Million

Previous $1.08 Million 29.99%

% of portfolio

0.1%

Previous 0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$120.56 - $135.44 $180,116 - $202,347	1,494 Added 16.89%	10,338 $1.4 Million
Q2 2024 Aug 13, 2024	SELL	$120.47 - $125.94 $42,887 - $44,834	-356 Reduced 3.87%	8,844 $1.08 Million
Q1 2024 Apr 23, 2024	SELL	$110.23 - $125.96 $87,632 - $100,138	-795 Reduced 7.95%	9,200 $1.16 Million
Q4 2023 Feb 05, 2024	SELL	$96.44 - $114.13 $7,618 - $9,016	-79 Reduced 0.78%	9,995 $1.14 Million
Q3 2023 Nov 01, 2023	SELL	$100.74 - $110.75 $13,297 - $14,619	-132 Reduced 1.29%	10,074 $1.02 Million
Q2 2023 Jul 31, 2023	BUY	$96.85 - $107.32 $2,421 - $2,683	25 Added 0.25%	10,206 $1.1 Million
Q1 2023 May 10, 2023	SELL	$96.51 - $103.67 $19,398 - $20,837	-201 Reduced 1.94%	10,181 $1.03 Million
Q4 2022 Feb 02, 2023	SELL	$84.74 - $102.33 $875,279 - $1.06 Million	-10,329 Reduced 49.87%	10,382 $1.02 Million
Q3 2022 Nov 14, 2022	SELL	$82.84 - $100.53 $712,672 - $864,859	-8,603 Reduced 29.35%	20,711 $1.72 Million
Q2 2022 Aug 02, 2022	SELL	$85.56 - $102.18 $351,822 - $420,164	-4,112 Reduced 12.3%	29,314 $2.56 Million
Q1 2022 May 12, 2022	SELL	$95.6 - $107.05 $126,096 - $141,198	-1,319 Reduced 3.8%	33,426 $3.44 Million
Q4 2021 Feb 11, 2022	BUY	$98.64 - $107.12 $76,051 - $82,589	771 Added 2.27%	34,745 $3.68 Million
Q3 2021 Nov 16, 2021	BUY	$97.84 - $105.53 $150,086 - $161,883	1,534 Added 4.73%	33,974 $3.32 Million
Q2 2021 Aug 13, 2021	BUY	$98.78 - $105.53 $159,727 - $170,642	1,617 Added 5.25%	32,440 $3.32 Million
Q1 2021 May 18, 2021	BUY	$84.77 - $98.77 $167,675 - $195,367	1,978 Added 6.86%	30,823 $3.04 Million
Q4 2020 Feb 16, 2021	BUY	$74.87 - $89.65 $2.16 Million - $2.59 Million	28,845 New	28,845 $2.55 Million

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

Ticker XLI
Sector ETFs
Industry ETFs

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Principle Wealth Partners LLC Industrial Sector Spdr Transaction History