Shira Ridge Wealth Management Industrial Sector Spdr Transaction History

Shira Ridge Wealth Management

$196 Billion
Q3 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 48,076 shares of XLI stock, worth $6.55 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares

48,076

Previous 39,555 21.54%

Holding current value

$6.55 Million

Previous $4.82 Billion 35.08%

% of portfolio

3.32%

Previous 2.69%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,438

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Shira Ridge Wealth Management Industrial Sector Spdr Transaction History