A detailed history of Rockport Wealth LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Rockport Wealth LLC holds 15,053 shares of XLI stock, worth $2.15 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
15,053
Previous 22,729 33.77%
Holding current value
$2.15 Million
Previous $3.02 Billion 34.74%
% of portfolio
0.7%
Previous 1.34%

Shares

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

May 15, 2025

SELL
$128.78 - $141.67 $988,515 - $1.09 Million
-7,676 Reduced 33.77%
15,053 $1.97 Billion
Q4 2024

Feb 10, 2025

BUY
$131.76 - $143.99 $855,912 - $935,359
6,496 Added 40.02%
22,729 $3.02 Billion
Q3 2024

Nov 13, 2024

BUY
$120.56 - $135.44 $565,305 - $635,078
4,689 Added 40.62%
16,233 $2.2 Billion
Q2 2024

Aug 15, 2024

BUY
$120.47 - $125.94 $66,258 - $69,267
550 Added 5.0%
11,544 $1.41 Billion
Q1 2024

May 13, 2024

BUY
$110.23 - $125.96 $1.21 Million - $1.38 Million
10,994 New
10,994 $1.38 Billion

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Rockport Wealth LLC Portfolio

Follow Rockport Wealth 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 Rockport Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockport Wealth LLC with notifications on news.