Steel Peak Wealth Management LLC Industrial Sector Spdr Transaction History

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 4,408 shares of XLI stock, worth $607,378. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,408
Previous 15,812 72.12%
Holding current value
$607,378
Previous $2.14 Million 72.91%
% of portfolio
0.02%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$131.76 - $143.99 $1.5 Million - $1.64 Million
-11,404 Reduced 72.12%
4,408 $580,000
Q3 2024

Oct 25, 2024
BUY
$120.56 - $135.44 $1.47 Million - $1.65 Million
12,192 Added 336.8%
15,812 $2.14 Million
Q2 2024

Jul 16, 2024
BUY
$120.47 - $125.94 $5,541 - $5,793
46 Added 1.29%
3,620 $441,000
Q1 2024

Apr 17, 2024
SELL
$110.23 - $125.96 $828,929 - $947,219
-7,520 Reduced 67.78%
3,574 $450,000
Q4 2023

Jan 23, 2024
SELL
$96.44 - $114.13 $2.94 Million - $3.48 Million
-30,486 Reduced 73.32%
11,094 $1.26 Million
Q3 2023

Nov 02, 2023
BUY
$100.74 - $110.75 $3.82 Million - $4.2 Million
37,954 Added 1046.72%
41,580 $4.22 Million
Q2 2023

Aug 02, 2023
BUY
$96.85 - $107.32 $351,178 - $389,142
3,626 New
3,626 $389,000
Q4 2022

Jan 25, 2023
BUY
$84.74 - $102.33 $174,394 - $210,595
2,058 New
2,058 $0
Q2 2022

Aug 02, 2022
SELL
$85.56 - $102.18 $176,082 - $210,286
-2,058 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$95.6 - $107.05 $3,250 - $3,639
34 Added 1.68%
2,058 $212,000
Q4 2021

Jan 31, 2022
SELL
$98.64 - $107.12 $1,972 - $2,142
-20 Reduced 0.98%
2,024 $214,000
Q2 2021

Aug 13, 2021
BUY
$98.78 - $105.53 $201,906 - $215,703
2,044 New
2,044 $209,000

Others Institutions Holding XLI

# of Institutions
1,459
Shares Held
133M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management 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 Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email