A detailed history of Wcg Wealth Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 90,713 shares of XLI stock, worth $12.1 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
90,713
Previous 93,002 2.46%
Holding current value
$12.1 Million
Previous $11.3 Million 8.4%
% of portfolio
0.83%
Previous 0.84%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$120.56 - $135.44 $275,961 - $310,022
-2,289 Reduced 2.46%
90,713 $12.3 Million
Q2 2024

Aug 12, 2024

BUY
$120.47 - $125.94 $11.2 Million - $11.7 Million
93,002 New
93,002 $11.3 Million
Q4 2023

Feb 08, 2024

BUY
$96.44 - $114.13 $15,333 - $18,146
159 Added 0.55%
29,028 $3.31 Million
Q3 2023

Nov 09, 2023

BUY
$100.74 - $110.75 $2.91 Million - $3.2 Million
28,869 New
28,869 $2.94 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors 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 Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.