Richard W. Paul & Associates, LLC Industrial Sector Spdr Transaction History

Richard W. Paul & Associates, LLC

  • $255 Billion
  • Q1 2025

A detailed history of Richard W. Paul & Associates, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 3,592 shares of XLI stock, worth $545,984. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,592
Previous 12,922 72.2%
Holding current value
$545,984
Previous $1.7 Billion 72.35%
% of portfolio
0.18%
Previous 0.62%

Shares

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

May 12, 2025
SELL
$128.78 - $141.67 $1.2 Million - $1.32 Million
-9,330 Reduced 72.2%
3,592 $471 Million
Q4 2024

Feb 05, 2025
SELL
$131.76 - $143.99 $49,541 - $54,140
-376 Reduced 2.83%
12,922 $1.7 Billion
Q3 2024

Oct 17, 2024
SELL
$120.56 - $135.44 $26,402 - $29,661
-219 Reduced 1.62%
13,298 $1.8 Billion
Q2 2024

Jul 23, 2024
BUY
$120.47 - $125.94 $47,103 - $49,242
391 Added 2.98%
13,517 $1.65 Billion
Q1 2024

May 14, 2024
SELL
$110.23 - $125.96 $15,211 - $17,382
-138 Reduced 1.04%
13,126 $1.65 Billion
Q4 2023

Jan 23, 2024
SELL
$96.44 - $114.13 $14,948 - $17,690
-155 Reduced 1.16%
13,264 $1.51 Billion
Q3 2023

Oct 12, 2023
BUY
$100.74 - $110.75 $514,680 - $565,821
5,109 Added 61.48%
13,419 $1.36 Billion
Q2 2023

Jul 25, 2023
BUY
$96.85 - $107.32 $21,888 - $24,254
226 Added 2.8%
8,310 $892 Million
Q1 2023

Apr 24, 2023
BUY
$96.51 - $103.67 $83,770 - $89,985
868 Added 12.03%
8,084 $818 Million
Q4 2022

Feb 07, 2023
BUY
$84.74 - $102.33 $611,483 - $738,413
7,216 New
7,216 $709 Million

Others Institutions Holding XLI

# of Institutions
1,590
Shares Held
138M
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
Track This Portfolio

Track Richard W. Paul & Associates, LLC Portfolio

Follow Richard W. Paul & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Richard W. Paul & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Richard W. Paul & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email