A detailed history of Provence Wealth Management Group transactions in Industrial Sector Spdr stock. As of the latest transaction made, Provence Wealth Management Group holds 2,599 shares of XLI stock, worth $361,131. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,599
Previous 2,595 0.15%
Holding current value
$361,131
Previous $263,000 12.55%
% of portfolio
0.16%
Previous 0.16%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

BUY
$96.44 - $114.13 $385 - $456
4 Added 0.15%
2,599 $296,000
Q3 2023

Nov 13, 2023

SELL
$100.74 - $110.75 $32,236 - $35,440
-320 Reduced 10.98%
2,595 $263,000
Q2 2023

Jul 24, 2023

BUY
$96.85 - $107.32 $12,203 - $13,522
126 Added 4.52%
2,915 $312,000
Q1 2023

Apr 26, 2023

SELL
$96.51 - $103.67 $3,281 - $3,524
-34 Reduced 1.2%
2,789 $282,000
Q4 2022

Feb 02, 2023

BUY
$84.74 - $102.33 $6,101 - $7,367
72 Added 2.62%
2,823 $277,000
Q3 2022

Oct 21, 2022

BUY
$82.84 - $100.53 $331 - $402
4 Added 0.15%
2,751 $228,000
Q2 2022

Jul 18, 2022

BUY
$85.56 - $102.18 $256 - $306
3 Added 0.11%
2,747 $240,000
Q1 2022

May 10, 2022

BUY
$95.6 - $107.05 $262,326 - $293,745
2,744 New
2,744 $283,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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