A detailed history of Transform Wealth, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Transform Wealth, LLC holds 5,445 shares of XLI stock, worth $756,582. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,445
Previous 80,236 93.21%
Holding current value
$756,582
Previous $9.78 Million 92.46%
% of portfolio
0.05%
Previous 0.75%

Shares

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

Oct 15, 2024

SELL
$120.56 - $135.44 $9.02 Million - $10.1 Million
-74,791 Reduced 93.21%
5,445 $737,000
Q2 2024

Jul 15, 2024

SELL
$120.47 - $125.94 $12.4 Million - $13 Million
-103,103 Reduced 56.24%
80,236 $9.78 Million
Q1 2024

Apr 15, 2024

BUY
$110.23 - $125.96 $3.15 Million - $3.6 Million
28,586 Added 18.47%
183,339 $23.1 Million
Q4 2023

Jan 18, 2024

SELL
$96.44 - $114.13 $64,132 - $75,896
-665 Reduced 0.43%
154,753 $17.6 Million
Q3 2023

Oct 10, 2023

SELL
$100.74 - $110.75 $3.09 Million - $3.39 Million
-30,645 Reduced 16.47%
155,418 $15.8 Million
Q2 2023

Jul 13, 2023

BUY
$96.85 - $107.32 $17.7 Million - $19.6 Million
182,917 Added 5814.27%
186,063 $20 Million
Q1 2023

Apr 14, 2023

SELL
$96.51 - $103.67 $17,661 - $18,971
-183 Reduced 5.5%
3,146 $318,000
Q4 2022

Jan 12, 2023

SELL
$84.74 - $102.33 $452,511 - $546,442
-5,340 Reduced 61.6%
3,329 $0
Q3 2022

Oct 21, 2022

SELL
$82.84 - $100.53 $63,538 - $77,106
-767 Reduced 8.13%
8,669 $718,000
Q2 2022

Jul 15, 2022

SELL
$85.56 - $102.18 $68,619 - $81,948
-802 Reduced 7.83%
9,436 $824,000
Q1 2022

Apr 25, 2022

SELL
$95.6 - $107.05 $99,041 - $110,903
-1,036 Reduced 9.19%
10,238 $1.05 Million
Q4 2021

Jan 26, 2022

SELL
$98.64 - $107.12 $150,524 - $163,465
-1,526 Reduced 11.92%
11,274 $1.19 Million
Q3 2021

Oct 15, 2021

BUY
$97.84 - $105.53 $268,081 - $289,152
2,740 Added 27.24%
12,800 $1.25 Million
Q2 2021

Jul 20, 2021

SELL
$98.78 - $105.53 $1.96 Million - $2.09 Million
-19,830 Reduced 66.34%
10,060 $1.03 Million
Q1 2021

Apr 22, 2021

BUY
$84.77 - $98.77 $201,498 - $234,776
2,377 Added 8.64%
29,890 $2.94 Million
Q4 2020

Jan 20, 2021

SELL
$74.87 - $89.65 $2.24 Million - $2.68 Million
-29,870 Reduced 52.05%
27,513 $2.44 Million
Q3 2020

Oct 21, 2020

BUY
$67.14 - $79.9 $591,234 - $703,599
8,806 Added 18.13%
57,383 $4.42 Million
Q2 2020

Jul 22, 2020

SELL
$56.34 - $76.29 $1.48 Million - $2.01 Million
-26,287 Reduced 35.11%
48,577 $3.34 Million
Q1 2020

Apr 30, 2020

SELL
$48.77 - $85.23 $744,278 - $1.3 Million
-15,261 Reduced 16.93%
74,864 $4.42 Million
Q4 2019

Jan 24, 2020

BUY
$74.07 - $82.5 $1.9 Million - $2.11 Million
25,610 Added 39.7%
90,125 $7.34 Million
Q3 2019

Oct 24, 2019

BUY
$77.22 - $79.35 $2.14 Million - $2.2 Million
27,732 Added 75.39%
64,515 $5.01 Million
Q2 2019

Jul 30, 2019

SELL
N/A
-1,394 Reduced 3.65%
36,783 $2.85 Million
Q1 2019

Apr 12, 2019

SELL
N/A
-34,214 Reduced 47.26%
38,177 $2.86 Million
Q4 2018

Jan 30, 2019

BUY
N/A
3,384 Added 4.9%
72,391 $4.66 Million
Q3 2018

Oct 25, 2018

BUY
N/A
3,468 Added 5.29%
69,007 $5.41 Million
Q2 2018

Aug 03, 2018

BUY
N/A
6,982 Added 11.92%
65,539 $4.7 Million
Q1 2018

May 03, 2018

BUY
N/A
3,389 Added 6.14%
58,557 $4.35 Million
Q4 2017

Feb 08, 2018

BUY
N/A
1,992 Added 3.75%
55,168 $4.18 Million
Q3 2017

Oct 19, 2017

BUY
N/A
53,176
53,176 $3.78 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Transform Wealth, LLC Portfolio

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

News

Stay updated on Transform Wealth, LLC with notifications on news.