Resurgent Financial Advisors LLC Industrial Sector Spdr Transaction History

Resurgent Financial Advisors LLC

$163 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$96.44 - $114.13 $482 - $570	5 Added 1.68%	302 $34,000
Q3 2023 Nov 13, 2023	BUY	$100.74 - $110.75 $9,167 - $10,078	91 Added 44.17%	297 $30,000
Q1 2023 May 15, 2023	SELL	$96.51 - $103.67 $7,334 - $7,878	-76 Reduced 26.95%	206 $20,000
Q4 2022 Feb 14, 2023	SELL	$84.74 - $102.33 $367,093 - $443,293	-4,332 Reduced 93.89%	282 $27,000
Q3 2022 Nov 14, 2022	SELL	$82.84 - $100.53 $48,875 - $59,312	-590 Reduced 11.34%	4,614 $382,000
Q2 2022 Aug 15, 2022	SELL	$85.56 - $102.18 $258,048 - $308,174	-3,016 Reduced 36.69%	5,204 $454,000
Q1 2022 May 16, 2022	BUY	$95.6 - $107.05 $51,432 - $57,592	538 Added 7.0%	8,220 $847,000
Q4 2021 May 16, 2022	BUY	$98.64 - $107.12 $757,752 - $822,895	7,682 New	7,682 $813,000

Others Institutions Holding XLI

# of Institutions

1,397

Shares Held

143M

Call Options Held

20.8M

Put Options Held

27.6M

Bank Of America Corp Charlotte, NC

18M
Shares

$2.38 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.57M
Shares

$1.13 Billion
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

7.93M
Shares

$1.05 Billion
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

7.68M
Shares

$1.02 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

5.85M
Shares

$774 Million
0.18% of portfolio

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
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