Waterway Wealth Management, LLC Industrial Sector Spdr Transaction History

Waterway Wealth Management, LLC

  • $240 Billion
  • Q1 2025

A detailed history of Waterway Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 3,418 shares of XLI stock, worth $489,013. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,418
Previous 10,509 67.48%
Holding current value
$489,013
Previous $1.38 Billion 67.64%
% of portfolio
0.19%
Previous 0.61%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$128.78 - $141.67 $913,178 - $1 Million
-7,091 Reduced 67.48%
3,418 $448 Million
Q4 2024

Feb 05, 2025
SELL
$131.76 - $143.99 $9,486 - $10,367
-72 Reduced 0.68%
10,509 $1.38 Billion
Q3 2024

Oct 21, 2024
SELL
$120.56 - $135.44 $180,237 - $202,482
-1,495 Reduced 12.38%
10,581 $1.43 Billion
Q2 2024

Jul 25, 2024
BUY
$120.47 - $125.94 $675,475 - $706,145
5,607 Added 86.67%
12,076 $1.47 Billion
Q1 2024

Apr 18, 2024
BUY
$110.23 - $125.96 $76,279 - $87,164
692 Added 11.98%
6,469 $815 Million
Q4 2023

Jan 17, 2024
BUY
$96.44 - $114.13 $557,133 - $659,329
5,777 New
5,777 $659 Million

Others Institutions Holding XLI

# of Institutions
1,563
Shares Held
137M
Call Options Held
20.2M
Put Options Held
54.2M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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