Roberts Wealth Advisors, LLC Industrial Sector Spdr Transaction History

Roberts Wealth Advisors, LLC

  • $303 Million
  • Q4 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 7,488 shares of XLI stock, worth $990,288. This represents 0.33% of its overall portfolio holdings.

Number of Shares
7,488
Previous 7,375 1.53%
Holding current value
$990,288
Previous $998,000 1.2%
% of portfolio
0.33%
Previous 0.34%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$131.76 - $143.99 $14,888 - $16,270
113 Added 1.53%
7,488 $986,000
Q3 2024

Oct 15, 2024
SELL
$120.56 - $135.44 $54,734 - $61,489
-454 Reduced 5.8%
7,375 $998,000
Q2 2024

Aug 13, 2024
SELL
$120.47 - $125.94 $30,237 - $31,610
-251 Reduced 3.11%
7,829 $954,000
Q1 2024

Apr 17, 2024
BUY
$110.23 - $125.96 $890,658 - $1.02 Million
8,080 New
8,080 $1.02 Million
Q3 2023

Oct 17, 2023
SELL
$100.74 - $110.75 $172,769 - $189,936
-1,715 Reduced 17.39%
8,148 $826,000
Q2 2023

Jul 12, 2023
SELL
$96.85 - $107.32 $24,018 - $26,615
-248 Reduced 2.45%
9,863 $1.06 Million
Q1 2023

Apr 11, 2023
BUY
$96.51 - $103.67 $3,281 - $3,524
34 Added 0.34%
10,111 $1.02 Million
Q4 2022

Jan 10, 2023
BUY
$84.74 - $102.33 $58,809 - $71,017
694 Added 7.4%
10,077 $0
Q3 2022

Oct 13, 2022
BUY
$82.84 - $100.53 $20,295 - $24,629
245 Added 2.68%
9,383 $815,000
Q2 2022

Jul 11, 2022
BUY
$85.56 - $102.18 $16,427 - $19,618
192 Added 2.15%
9,138 $803,000
Q1 2022

Apr 12, 2022
BUY
$95.6 - $107.05 $19,311 - $21,624
202 Added 2.31%
8,946 $914,000
Q4 2021

Jan 12, 2022
BUY
$98.64 - $107.12 $26,534 - $28,815
269 Added 3.17%
8,744 $918,000
Q3 2021

Oct 12, 2021
BUY
$97.84 - $105.53 $829,194 - $894,366
8,475 New
8,475 $829,000

Others Institutions Holding XLI

# of Institutions
1,547
Shares Held
141M
Call Options Held
23.1M
Put Options Held
38.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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