Visionary Wealth Advisors Industrial Sector Spdr Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Industrial Sector Spdr stock. As of the latest transaction made, Visionary Wealth Advisors holds 2,531 shares of XLI stock, worth $351,682. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,531

Previous 2,979 15.04%

Holding current value

$351,682

Previous $363,000 5.79%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$120.56 - $135.44 $54,010 - $60,677	-448 Reduced 15.04%	2,531 $342,000
Q2 2024 Aug 13, 2024	SELL	$120.47 - $125.94 $14,094 - $14,734	-117 Reduced 3.78%	2,979 $363,000
Q1 2024 May 15, 2024	SELL	$110.23 - $125.96 $485,452 - $554,727	-4,404 Reduced 58.72%	3,096 $389,000
Q4 2023 Feb 14, 2024	SELL	$96.44 - $114.13 $209,467 - $247,890	-2,172 Reduced 22.46%	7,500 $854,000
Q3 2023 Nov 13, 2023	BUY	$100.74 - $110.75 $120,283 - $132,235	1,194 Added 14.08%	9,672 $980,000
Q2 2023 Aug 11, 2023	BUY	$96.85 - $107.32 $87,842 - $97,339	907 Added 11.98%	8,478 $909,000
Q1 2023 May 15, 2023	BUY	$96.51 - $103.67 $377,643 - $405,660	3,913 Added 106.97%	7,571 $766,000
Q4 2022 Feb 13, 2023	SELL	$84.74 - $102.33 $118,805 - $143,466	-1,402 Reduced 27.71%	3,658 $359,000
Q3 2022 Nov 14, 2022	SELL	$82.84 - $100.53 $279,916 - $339,690	-3,379 Reduced 40.04%	5,060 $419,000
Q2 2022 Aug 12, 2022	SELL	$85.56 - $102.18 $2.11 Million - $2.52 Million	-24,655 Reduced 74.5%	8,439 $737,000
Q1 2022 May 12, 2022	BUY	$95.6 - $107.05 $1.28 Million - $1.44 Million	13,421 Added 68.22%	33,094 $3.41 Million
Q4 2021 Feb 14, 2022	BUY	$98.64 - $107.12 $1.61 Million - $1.74 Million	16,279 Added 479.64%	19,673 $2.08 Million
Q3 2021 Nov 12, 2021	BUY	$97.84 - $105.53 $34,048 - $36,724	348 Added 11.42%	3,394 $332,000
Q2 2021 Aug 13, 2021	BUY	$98.78 - $105.53 $2,765 - $2,954	28 Added 0.93%	3,046 $312,000
Q1 2021 May 18, 2021	BUY	$84.77 - $98.77 $21,107 - $24,593	249 Added 8.99%	3,018 $297,000
Q4 2020 Feb 16, 2021	BUY	$74.87 - $89.65 $207,315 - $248,240	2,769 New	2,769 $245,000

Others Institutions Holding XLI

# of Institutions

1,434

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Visionary Wealth Advisors Industrial Sector Spdr Transaction History