True Wealth Advisors, LLC Industrial Sector Spdr Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, True Wealth Advisors, LLC holds 2,288 shares of XLI stock, worth $314,211. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,288

Previous 2,120 7.92%

Holding current value

$314,211

Previous $287,000 4.88%

% of portfolio

0.11%

Previous 0.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$131.76 - $143.99 $22,135 - $24,190	168 Added 7.92%	2,288 $301,000
Q3 2024 Oct 29, 2024	SELL	$120.56 - $135.44 $15,311 - $17,200	-127 Reduced 5.65%	2,120 $287,000
Q2 2024 Jul 24, 2024	SELL	$120.47 - $125.94 $69,270 - $72,415	-575 Reduced 20.38%	2,247 $273,000
Q1 2024 Apr 23, 2024	SELL	$110.23 - $125.96 $17,306 - $19,775	-157 Reduced 5.27%	2,822 $355,000
Q4 2023 Feb 08, 2024	SELL	$96.44 - $114.13 $267,428 - $316,482	-2,773 Reduced 48.21%	2,979 $339,000
Q3 2023 Nov 07, 2023	SELL	$100.74 - $110.75 $95,803 - $105,323	-951 Reduced 14.19%	5,752 $583,000
Q2 2023 Jul 31, 2023	SELL	$96.85 - $107.32 $382,170 - $423,484	-3,946 Reduced 37.06%	6,703 $719,000
Q1 2023 Apr 19, 2023	SELL	$96.51 - $103.67 $1.82 Million - $1.96 Million	-18,865 Reduced 63.92%	10,649 $1.08 Million
Q4 2022 Jan 23, 2023	BUY	$84.74 - $102.33 $51,521 - $62,216	608 Added 2.1%	29,514 $0
Q3 2022 Oct 21, 2022	BUY	$82.84 - $100.53 $174,875 - $212,218	2,111 Added 7.88%	28,906 $2.4 Million
Q2 2022 Jul 27, 2022	BUY	$85.56 - $102.18 $395,543 - $472,378	4,623 Added 20.85%	26,795 $2.34 Million
Q1 2022 May 04, 2022	BUY	$95.6 - $107.05 $2.12 Million - $2.37 Million	22,172 New	22,172 $2.13 Million
Q4 2021 Feb 02, 2022	SELL	$98.64 - $107.12 $254,787 - $276,690	-2,583 Closed	0 $0
Q3 2021 Oct 25, 2021	BUY	$97.84 - $105.53 $7,435 - $8,020	76 Added 3.03%	2,583 $253,000
Q2 2021 Jul 23, 2021	BUY	$98.78 - $105.53 $247,641 - $264,563	2,507 New	2,507 $257,000

Others Institutions Holding XLI

# of Institutions

1,492

Shares Held

136M

Call Options Held

23M

Put Options Held

33.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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True Wealth Advisors, LLC Industrial Sector Spdr Transaction History