Sugarloaf Wealth Management, LLC Industrial Sector Spdr Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 257 shares of XLI stock, worth $35,401. This represents 0.01% of its overall portfolio holdings.

Number of Shares
257
Previous 330 22.12%
Holding current value
$35,401
Previous $44,000 25.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 10, 2025
SELL
$131.76 - $143.99 $9,618 - $10,511
-73 Reduced 22.12%
257 $33,000
Q3 2024

Oct 08, 2024
BUY
$120.56 - $135.44 $8,800 - $9,887
73 Added 28.4%
330 $44,000
Q4 2022

Feb 03, 2023
SELL
$84.74 - $102.33 $8,474 - $10,233
-100 Reduced 28.01%
257 $25,000
Q3 2022

Oct 11, 2022
SELL
$82.84 - $100.53 $248 - $301
-3 Reduced 0.83%
357 $30,000
Q2 2022

Jul 12, 2022
BUY
$85.56 - $102.18 $85 - $102
1 Added 0.28%
360 $31,000
Q2 2021

Jul 20, 2021
BUY
$98.78 - $105.53 $4,642 - $4,959
47 Added 15.06%
359 $37,000
Q1 2021

Apr 19, 2021
SELL
$84.77 - $98.77 $3,814 - $4,444
-45 Reduced 12.61%
312 $35,000
Q4 2020

Feb 03, 2021
BUY
$74.87 - $89.65 $7,487 - $8,965
100 Added 38.91%
357 $32,000
Q1 2020

Apr 15, 2020
SELL
$48.77 - $85.23 $4,877 - $8,523
-100 Reduced 28.01%
257 $15,000
Q4 2019

Jan 29, 2020
BUY
$74.07 - $82.5 $26,442 - $29,452
357 New
357 $29,000

Others Institutions Holding XLI

# of Institutions
1,446
Shares Held
131M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, 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 Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email