A detailed history of Strategies Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 3,467 shares of XLI stock, worth $464,092. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,467
Previous 3,680 5.79%
Holding current value
$464,092
Previous $448 Million 4.73%
% of portfolio
0.06%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$120.56 - $135.44 $25,679 - $28,848
-213 Reduced 5.79%
3,467 $470 Million
Q2 2024

Jul 29, 2024

BUY
$120.47 - $125.94 $27,587 - $28,840
229 Added 6.64%
3,680 $448 Million
Q1 2024

Apr 22, 2024

SELL
$110.23 - $125.96 $2,094 - $2,393
-19 Reduced 0.55%
3,451 $435 Million
Q4 2023

Jan 22, 2024

BUY
$96.44 - $114.13 $65,097 - $77,037
675 Added 24.15%
3,470 $396 Million
Q3 2023

Oct 10, 2023

BUY
$100.74 - $110.75 $1,007 - $1,107
10 Added 0.36%
2,795 $283 Million
Q2 2023

Jul 12, 2023

BUY
$96.85 - $107.32 $96 - $107
1 Added 0.04%
2,785 $299 Million
Q1 2023

Jun 27, 2023

BUY
$96.51 - $103.67 $27,891 - $29,960
289 Added 11.58%
2,784 $282 Million
Q4 2022

Jun 27, 2023

SELL
$84.74 - $102.33 $15,592 - $18,828
-184 Reduced 6.87%
2,495 $245 Million
Q2 2022

Jun 27, 2023

BUY
$85.56 - $102.18 $8,641 - $10,320
101 Added 3.92%
2,679 $234 Million
Q1 2022

Jun 27, 2023

BUY
$95.6 - $107.05 $764 - $856
8 Added 0.31%
2,578 $266 Million
Q4 2021

Jun 26, 2023

BUY
$98.64 - $107.12 $253,504 - $275,298
2,570 New
2,570 $272 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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