A detailed history of Tru Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 2,181 shares of XLI stock, worth $277,379. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,181
Previous 2,180 0.05%
Holding current value
$277,379
Previous $274,000 3.28%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$120.47 - $125.94 $120 - $125
1 Added 0.05%
2,181 $265,000
Q4 2023

Jan 10, 2024

SELL
$96.44 - $114.13 $1,157 - $1,369
-12 Reduced 0.55%
2,180 $248,000
Q3 2023

Oct 10, 2023

BUY
$100.74 - $110.75 $7,857 - $8,638
78 Added 3.69%
2,192 $222,000
Q2 2023

Aug 04, 2023

SELL
$96.85 - $107.32 $2,711 - $3,004
-28 Reduced 1.31%
2,114 $226,000
Q1 2023

Apr 25, 2023

SELL
$96.51 - $103.67 $35,419 - $38,046
-367 Reduced 14.63%
2,142 $216,000
Q4 2022

Jan 27, 2023

SELL
$93.83 - $102.33 $9,383 - $10,233
-100 Reduced 3.83%
2,509 $0
Q3 2022

Oct 24, 2022

SELL
N/A
-311 Reduced 10.65%
2,609 $216,000
Q2 2022

Jul 22, 2022

SELL
N/A
-35,702 Reduced 92.44%
2,920 $255,000
Q1 2022

Apr 27, 2022

BUY
N/A
787 Added 2.08%
38,622 $3.98 Million
Q4 2021

Jan 19, 2022

SELL
N/A
-70,341 Reduced 65.02%
37,835 $4 Million
Q3 2021

Oct 29, 2021

BUY
N/A
29,485 Added 37.47%
108,176 $10.6 Million
Q2 2021

Jul 29, 2021

BUY
N/A
4,611 Added 6.22%
78,691 $8.06 Million
Q1 2021

May 10, 2021

BUY
N/A
66,208 Added 841.06%
74,080 $7.29 Million
Q4 2020

Jan 26, 2021

BUY
N/A
7,872 New
7,872 $697,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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