Shira Ridge Wealth Management Industrial Sector Spdr Transaction History

Shira Ridge Wealth Management

$204 Billion
Q4 2024

A detailed history of Shira Ridge Wealth Management transactions in Industrial Sector Spdr stock. As of the latest transaction made, Shira Ridge Wealth Management holds 51,555 shares of XLI stock, worth $7.11 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares

51,555

Previous 48,076 7.24%

Holding current value

$7.11 Million

Previous $6.51 Billion 4.32%

% of portfolio

3.32%

Previous 3.32%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$131.76 - $143.99 $458,393 - $500,941	3,479 Added 7.24%	51,555 $6.79 Billion
Q3 2024 Oct 10, 2024	BUY	$120.56 - $135.44 $1.03 Million - $1.15 Million	8,521 Added 21.54%	48,076 $6.51 Billion
Q2 2024 Jul 11, 2024	BUY	$120.47 - $125.94 $430,439 - $449,983	3,573 Added 9.93%	39,555 $4.82 Billion
Q1 2024 Apr 18, 2024	BUY	$110.23 - $125.96 $948,088 - $1.08 Million	8,601 Added 31.41%	35,982 $4.53 Billion
Q4 2023 Jan 10, 2024	BUY	$96.44 - $114.13 $1.25 Million - $1.48 Million	12,957 Added 89.83%	27,381 $3.12 Billion
Q3 2023 Oct 10, 2023	BUY	$100.74 - $110.75 $366,995 - $403,462	3,643 Added 33.79%	14,424 $1.46 Billion
Q2 2023 Jul 12, 2023	BUY	$96.85 - $107.32 $9,588 - $10,624	99 Added 0.93%	10,781 $1.16 Billion
Q1 2023 May 08, 2023	BUY	$96.51 - $103.67 $114,460 - $122,952	1,186 Added 12.49%	10,682 $1.08 Billion
Q4 2022 Jan 12, 2023	BUY	$84.74 - $102.33 $804,691 - $971,725	9,496 New	9,496 $933 Million

Others Institutions Holding XLI

# of Institutions

1,537

Shares Held

141M

Call Options Held

23.1M

Put Options Held

38.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Account

Shira Ridge Wealth Management Industrial Sector Spdr Transaction History