Wealthpoint, LLC Industrial Sector Spdr Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

A detailed history of Wealthpoint, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wealthpoint, LLC holds 1,981 shares of XLI stock, worth $275,576. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,981

Holding current value

$275,576

% of portfolio

0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	BUY	$100.74 - $110.75 $199,565 - $219,395	1,981 New	1,981 $200,000
Q2 2021 Jul 26, 2021	SELL	$98.78 - $105.53 $368,251 - $393,415	-3,728 Closed	0 $0
Q1 2021 Apr 27, 2021	BUY	$84.77 - $98.77 $90,025 - $104,893	1,062 Added 39.83%	3,728 $367,000
Q4 2020 Feb 08, 2021	BUY	$74.87 - $89.65 $199,603 - $239,006	2,666 New	2,666 $236,000
Q1 2019 May 16, 2019	SELL	N/A	-129 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	N/A	129 New	129 $8,000

Others Institutions Holding XLI

# of Institutions

1,434

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

Bank Of America Corp Charlotte, NC

17.6M
Shares

$2.45 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.62M
Shares

$1.2 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

7.09M
Shares

$986 Million
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

6.43M
Shares

$895 Million
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

5.73M
Shares

$797 Million
0.18% of portfolio

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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