A detailed history of Wealth Bridge Capital Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 23,564 shares of XLI stock, worth $3.15 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
23,564
Previous 23,086 2.07%
Holding current value
$3.15 Million
Previous $2.81 Million 13.44%
% of portfolio
0.93%
Previous 0.94%

Shares

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

Oct 07, 2024

BUY
$120.56 - $135.44 $57,627 - $64,740
478 Added 2.07%
23,564 $3.19 Million
Q2 2024

Aug 02, 2024

BUY
$120.47 - $125.94 $152,635 - $159,565
1,267 Added 5.81%
23,086 $2.81 Million
Q1 2024

Apr 30, 2024

BUY
$110.23 - $125.96 $22,266 - $25,443
202 Added 0.93%
21,819 $2.75 Million
Q4 2023

Feb 12, 2024

SELL
$96.44 - $114.13 $11,379 - $13,467
-118 Reduced 0.54%
21,617 $2.46 Million
Q3 2023

Nov 08, 2023

BUY
$100.74 - $110.75 $99,631 - $109,531
989 Added 4.77%
21,735 $2.2 Million
Q2 2023

Aug 01, 2023

SELL
$96.85 - $107.32 $107,212 - $118,803
-1,107 Reduced 5.07%
20,746 $2.23 Million
Q1 2023

May 10, 2023

BUY
$96.51 - $103.67 $56,940 - $61,165
590 Added 2.77%
21,853 $2.21 Million
Q4 2022

Jan 31, 2023

SELL
$84.74 - $102.33 $43,725 - $52,802
-516 Reduced 2.37%
21,263 $2.09 Million
Q2 2022

Aug 12, 2022

BUY
$85.56 - $102.18 $12,662 - $15,122
148 Added 0.68%
21,779 $1.9 Million
Q1 2022

Apr 15, 2022

SELL
$95.6 - $107.05 $421,118 - $471,555
-4,405 Reduced 16.92%
21,631 $2.23 Million
Q4 2021

Feb 11, 2022

SELL
$98.64 - $107.12 $438,849 - $476,576
-4,449 Reduced 14.59%
26,036 $2.76 Million
Q3 2021

Nov 12, 2021

SELL
$97.84 - $105.53 $95,002 - $102,469
-971 Reduced 3.09%
30,485 $2.98 Million
Q2 2021

Aug 16, 2021

BUY
$98.78 - $105.53 $474,045 - $506,438
4,799 Added 18.0%
31,456 $3.22 Million
Q1 2021

May 17, 2021

BUY
$84.77 - $98.77 $553,548 - $644,968
6,530 Added 32.44%
26,657 $2.62 Million
Q4 2020

Feb 12, 2021

BUY
$74.87 - $89.65 $538,015 - $644,224
7,186 Added 55.53%
20,127 $1.78 Million
Q3 2020

Nov 13, 2020

SELL
$67.14 - $79.9 $3,692 - $4,394
-55 Reduced 0.42%
12,941 $996,000
Q2 2020

Aug 14, 2020

SELL
$56.34 - $76.29 $135,779 - $183,858
-2,410 Reduced 15.64%
12,996 $893,000
Q1 2020

May 15, 2020

SELL
$48.77 - $85.23 $335,001 - $585,444
-6,869 Reduced 30.84%
15,406 $909,000
Q4 2019

Feb 12, 2020

SELL
$74.07 - $82.5 $17,332 - $19,305
-234 Reduced 1.04%
22,275 $1.82 Million
Q3 2019

Nov 14, 2019

SELL
$77.22 - $79.35 $13,745 - $14,124
-178 Reduced 0.78%
22,509 $1.75 Million
Q2 2019

Aug 13, 2019

SELL
N/A
-897 Reduced 3.8%
22,687 $1.46 Million
Q1 2019

May 15, 2019

BUY
N/A
897 Added 3.95%
23,584 $1.79 Million
Q4 2018

Feb 14, 2019

BUY
N/A
22,687 New
22,687 $1.46 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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