Strategies Wealth Advisors, LLC Industrial Sector Spdr Transaction History

Strategies Wealth Advisors, LLC

  • $803 Billion
  • Q4 2024

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 3,400 shares of XLI stock, worth $446,148. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,400
Previous 3,467 1.93%
Holding current value
$446,148
Previous $470 Million 0.3%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Feb 13, 2025
SELL
$131.76 - $143.99 $8,827 - $9,647
-67 Reduced 1.93%
3,400 $471 Million
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

# of Institutions
1,571
Shares Held
142M
Call Options Held
23.1M
Put Options Held
38.8M
View Full List

About INDUSTRIAL SECTOR SPDR

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

Track Strategies Wealth Advisors, LLC Portfolio

Follow Strategies Wealth Advisors, 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 Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email