Strategic Wealth Advisors Group, LLC Industrial Sector Spdr Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 75,273 shares of XLI stock, worth $10.3 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

75,273

Previous 72,090 4.42%

Holding current value

$10.3 Million

Previous $6.35 Million 1.83%

% of portfolio

0.27%

Previous 0.27%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$82.84 - $100.53 $263,679 - $319,986	3,183 Added 4.42%	75,273 $6.24 Million
Q2 2022 Aug 12, 2022	SELL	$85.56 - $102.18 $7.76 Million - $9.26 Million	-90,663 Reduced 55.71%	72,090 $6.35 Million
Q1 2022 May 10, 2022	BUY	$95.6 - $107.05 $2.93 Million - $3.28 Million	30,653 Added 23.2%	162,753 $16.6 Million
Q4 2021 Feb 16, 2022	BUY	$98.64 - $107.12 $284,773 - $309,255	2,887 Added 2.23%	132,100 $13.9 Million
Q3 2021 Nov 17, 2021	BUY	$97.84 - $105.53 $797,102 - $859,752	8,147 Added 6.73%	129,213 $12.6 Million
Q2 2021 Aug 10, 2021	BUY	$98.78 - $105.53 $8.22 Million - $8.78 Million	83,216 Added 219.86%	121,066 $12.4 Million
Q1 2021 May 07, 2021	SELL	$84.77 - $98.77 $31,110 - $36,248	-367 Reduced 0.96%	37,850 $3.73 Million
Q4 2020 Feb 12, 2021	BUY	$74.87 - $89.65 $477,670 - $571,967	6,380 Added 20.04%	38,217 $3.38 Million
Q3 2020 Nov 30, 2020	BUY	$67.14 - $79.9 $57,538 - $68,474	857 Added 2.77%	31,837 $2.45 Million
Q2 2020 Aug 03, 2020	BUY	$56.34 - $76.29 $1.03 Million - $1.4 Million	18,353 Added 145.35%	30,980 $2.13 Million
Q1 2020 May 05, 2020	SELL	$48.77 - $85.23 $604,845 - $1.06 Million	-12,402 Reduced 49.55%	12,627 $713,000
Q4 2019 Feb 10, 2020	SELL	$74.07 - $82.5 $94,809 - $105,600	-1,280 Reduced 4.87%	25,029 $2.04 Million
Q3 2019 Nov 04, 2019	BUY	$77.22 - $79.35 $1.17 Million - $1.2 Million	15,184 Added 136.49%	26,309 $2 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-797 Reduced 6.69%	11,125 $862,000
Q1 2019 May 02, 2019	BUY	N/A	466 Added 4.07%	11,922 $0
Q4 2018 Feb 12, 2019	BUY	N/A	11,456 New	11,456 $773,000

Others Institutions Holding XLI

# of Institutions

1,540

Shares Held

141M

Call Options Held

23.1M

Put Options Held

38.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

Track This Portfolio

Portfolio Update

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

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.

Account

Strategic Wealth Advisors Group, LLC Industrial Sector Spdr Transaction History