Sky Oak Wealth, LLC Industrial Sector Spdr Transaction History

Sky Oak Wealth, LLC

$445 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 21, 2021	SELL	$97.84 - $105.53 $5.72 Million - $6.17 Million	-58,466 Closed	0 $0
Q2 2021 Jul 19, 2021	BUY	$98.78 - $105.53 $5.78 Million - $6.17 Million	58,466 New	58,466 $5.99 Million
Q1 2021 Apr 29, 2021	SELL	$84.77 - $98.77 $4.32 Million - $5.03 Million	-50,964 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$74.87 - $89.65 $756,860 - $906,271	10,109 Added 24.74%	50,964 $4.51 Million
Q3 2020 Nov 03, 2020	BUY	$67.14 - $79.9 $2.74 Million - $3.26 Million	40,855 New	40,855 $3.15 Million
Q1 2020 May 04, 2020	SELL	$48.77 - $85.23 $1.59 Million - $2.78 Million	-32,633 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$74.07 - $82.5 $2.42 Million - $2.69 Million	32,633 New	32,633 $2.66 Million

Others Institutions Holding XLI

# of Institutions

1,425

Shares Held

142M

Call Options Held

20.8M

Put Options Held

27.3M

Bank Of America Corp Charlotte, NC

18M
Shares

$2.56 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.57M
Shares

$1.22 Billion
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

7.68M
Shares

$1.09 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

7.09M
Shares

$1.01 Billion
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

5.85M
Shares

$832 Million
0.18% of portfolio

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.