Transform Wealth, LLC Industrial Sector Spdr Transaction History

Transform Wealth, LLC

  • $1.31 Billion
  • Q2 2024

A detailed history of Transform Wealth, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Transform Wealth, LLC holds 80,236 shares of XLI stock, worth $10.2 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
80,236
Previous 183,339 56.24%
Holding current value
$10.2 Million
Previous $23.1 Million 57.66%
% of portfolio
0.75%
Previous 2.25%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$93.83 - $102.33 $501,052 - $546,442
-5,340 Reduced 61.6%
3,329 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-767 Reduced 8.13%
8,669 $718,000
Q2 2022

Jul 15, 2022
SELL
N/A
-802 Reduced 7.83%
9,436 $824,000
Q1 2022

Apr 25, 2022
SELL
N/A
-1,036 Reduced 9.19%
10,238 $1.05 Million
Q4 2021

Jan 26, 2022
SELL
N/A
-1,526 Reduced 11.92%
11,274 $1.19 Million
Q3 2021

Oct 15, 2021
BUY
N/A
2,740 Added 27.24%
12,800 $1.25 Million
Q2 2021

Jul 20, 2021
SELL
N/A
-19,830 Reduced 66.34%
10,060 $1.03 Million
Q1 2021

Apr 22, 2021
BUY
N/A
2,377 Added 8.64%
29,890 $2.94 Million
Q4 2020

Jan 20, 2021
SELL
N/A
-29,870 Reduced 52.05%
27,513 $2.44 Million
Q3 2020

Oct 21, 2020
BUY
N/A
8,806 Added 18.13%
57,383 $4.42 Million
Q2 2020

Jul 22, 2020
SELL
N/A
-26,287 Reduced 35.11%
48,577 $3.34 Million
Q1 2020

Apr 30, 2020
SELL
N/A
-15,261 Reduced 16.93%
74,864 $4.42 Million
Q4 2019

Jan 24, 2020
BUY
N/A
25,610 Added 39.7%
90,125 $7.34 Million
Q3 2019

Oct 24, 2019
BUY
N/A
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

# of Institutions
1,396
Shares Held
143M
Call Options Held
20.8M
Put Options Held
27.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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

Track 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.

Choose your preferred platform and Sign Up 👇 Telegram Email