Wealth Enhancement Advisory Services, LLC Industrial Sector Spdr Transaction History

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 60,178 shares of XLI stock, worth $8.55 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

60,178

Previous 56,261 6.96%

Holding current value

$8.55 Million

Previous $6.86 Million 18.87%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$120.56 - $135.44 $472,233 - $530,518	3,917 Added 6.96%	60,178 $8.15 Million
Q2 2024 Jul 16, 2024	BUY	$120.47 - $125.94 $912,560 - $953,995	7,575 Added 15.56%	56,261 $6.86 Million
Q1 2024 Apr 15, 2024	BUY	$110.23 - $125.96 $429,125 - $490,362	3,893 Added 8.69%	48,686 $6.13 Million
Q4 2023 Jan 30, 2024	SELL	$96.44 - $114.13 $3.78 Million - $4.48 Million	-39,237 Reduced 46.69%	44,793 $5.11 Million
Q3 2023 Nov 13, 2023	BUY	$100.74 - $110.75 $8.15 Million - $8.96 Million	80,866 Added 2555.82%	84,030 $8.52 Million
Q2 2023 Jul 21, 2023	SELL	$96.85 - $107.32 $304,205 - $337,092	-3,141 Reduced 49.82%	3,164 $339,000
Q1 2023 Apr 25, 2023	SELL	$96.51 - $103.67 $36,384 - $39,083	-377 Reduced 5.64%	6,305 $637,000
Q4 2022 Feb 01, 2023	SELL	$84.74 - $102.33 $3,474 - $4,195	-41 Reduced 0.61%	6,682 $656,000
Q3 2022 Oct 17, 2022	BUY	$82.84 - $100.53 $56,331 - $68,360	680 Added 11.25%	6,723 $573,000
Q2 2022 Jul 18, 2022	BUY	$85.56 - $102.18 $80,426 - $96,049	940 Added 18.42%	6,043 $531,000
Q1 2022 Apr 18, 2022	SELL	$95.6 - $107.05 $2,294 - $2,569	-24 Reduced 0.47%	5,103 $521,000
Q4 2021 Feb 08, 2022	SELL	$98.64 - $107.12 $33,340 - $36,206	-338 Reduced 6.18%	5,127 $517,000
Q3 2021 Nov 03, 2021	BUY	$97.84 - $105.53 $159,577 - $172,119	1,631 Added 42.54%	5,465 $570,000
Q2 2021 Aug 10, 2021	BUY	$98.78 - $105.53 $45,932 - $49,071	465 Added 13.8%	3,834 $394,000
Q1 2021 May 12, 2021	BUY	$84.77 - $98.77 $285,590 - $332,756	3,369 New	3,369 $336,000

Others Institutions Holding XLI

# of Institutions

1,425

Shares Held

142M

Call Options Held

20.8M

Put Options Held

27.3M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Wealth Enhancement Advisory Services, LLC Industrial Sector Spdr Transaction History