Strategic Wealth Partners, Ltd. Industrial Sector Spdr Transaction History

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 1,981 shares of XLI stock, worth $274,903. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,981
Holding current value
$274,903
% of portfolio
0.03%

Shares

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

Feb 14, 2025
BUY
$131.76 - $143.99 $261,016 - $285,244
1,981 New
1,981 $261,000
Q4 2019

Jan 30, 2020
SELL
$74.07 - $82.5 $13,258 - $14,767
-179 Closed
0 $0
Q1 2019

May 14, 2019
SELL
N/A
-44 Reduced 19.73%
179 $14,000
Q4 2018

Jan 24, 2019
SELL
N/A
-922 Reduced 80.52%
223 $0
Q3 2018

Dec 06, 2018
BUY
N/A
97 Added 9.26%
1,145 $90,000
Q2 2018

Sep 04, 2018
BUY
N/A
159 Added 17.89%
1,048 $75,000
Q1 2018

Jul 13, 2018
BUY
N/A
889 New
889 $66,000

Others Institutions Holding XLI

# of Institutions
1,538
Shares Held
141M
Call Options Held
23.1M
Put Options Held
38.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email