Strategic Investment Advisors Industrial Sector Spdr Transaction History

Strategic Investment Advisors

$909 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$120.47 - $125.94 $6,264 - $6,548	52 Added 1.31%	4,023 $490,000
Q1 2024 Apr 22, 2024	BUY	$110.23 - $125.96 $437,723 - $500,187	3,971 New	3,971 $500,000
Q3 2023 Oct 24, 2023	SELL	$100.74 - $110.75 $51,679 - $56,814	-513 Reduced 9.09%	5,128 $519,000
Q2 2023 Aug 14, 2023	SELL	$96.85 - $107.32 $33,606 - $37,240	-347 Reduced 5.79%	5,641 $605,000
Q1 2023 Apr 27, 2023	BUY	$96.51 - $103.67 $577,901 - $620,775	5,988 New	5,988 $605,000
Q3 2021 Oct 19, 2021	SELL	$97.84 - $105.53 $542,229 - $584,847	-5,542 Closed	0 $0
Q2 2021 Jul 22, 2021	BUY	$98.78 - $105.53 $547,438 - $584,847	5,542 New	5,542 $568,000
Q4 2020 Jan 13, 2021	SELL	$74.87 - $89.65 $550,519 - $659,196	-7,353 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$67.14 - $79.9 $493,680 - $587,504	7,353 New	7,353 $566,000
Q3 2019 Oct 25, 2019	SELL	$77.22 - $79.35 $247,721 - $254,554	-3,208 Closed	0 $0
Q2 2019 Jul 23, 2019	BUY	N/A	3,208 New	3,208 $250,000

Others Institutions Holding XLI

# of Institutions

1,437

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

Bank Of America Corp Charlotte, NC

17.6M
Shares

$2.44 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.62M
Shares

$1.2 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

7.09M
Shares

$983 Million
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

6.43M
Shares

$892 Million
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

5.73M
Shares

$795 Million
0.18% of portfolio

About INDUSTRIAL SECTOR SPDR

Ticker XLI
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