Soundmark Wealth Management, LLC Industrial Sector Spdr Transaction History

Soundmark Wealth Management, LLC

  • $225 Million
  • Q1 2024

A detailed history of Soundmark Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Soundmark Wealth Management, LLC holds 1,966 shares of XLI stock, worth $238,318. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,966
Previous 1,960 0.31%
Holding current value
$238,318
Previous $223,000 10.76%
% of portfolio
0.11%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
BUY
$110.23 - $125.96 $661 - $755
6 Added 0.31%
1,966 $247,000
Q4 2023

Jan 09, 2024
BUY
$96.44 - $114.13 $189,022 - $223,694
1,960 New
1,960 $223,000
Q2 2023

Jul 13, 2023
BUY
$96.85 - $107.32 $187,985 - $208,308
1,941 New
1,941 $208,000
Q1 2022

Apr 11, 2022
SELL
N/A
-1,893 Closed
0 $0
Q4 2021

Jan 18, 2022
BUY
N/A
1,893 New
1,893 $200,000

Others Institutions Holding XLI

# of Institutions
1,357
Shares Held
134M
Call Options Held
19.5M
Put Options Held
23.3M
View Full List

About INDUSTRIAL SECTOR SPDR

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