Wealthsource Partners, LLC Industrial Sector Spdr Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wealthsource Partners, LLC holds 4,453 shares of XLI stock, worth $596,078. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,453
Previous 5,278 15.63%
Holding current value
$596,078
Previous $535,000 5.23%
% of portfolio
0.03%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$96.44 - $114.13 $79,563 - $94,157
-825 Reduced 15.63%
4,453 $507,000
Q3 2023

Nov 09, 2023
SELL
$100.74 - $110.75 $36,870 - $40,534
-366 Reduced 6.48%
5,278 $535,000
Q2 2023

Aug 14, 2023
SELL
$96.85 - $107.32 $11,040 - $12,234
-114 Reduced 1.98%
5,644 $605,000
Q1 2023

May 15, 2023
SELL
$96.51 - $103.67 $172,077 - $184,843
-1,783 Reduced 23.64%
5,758 $582,000
Q4 2022

Feb 09, 2023
SELL
$84.74 - $102.33 $60,080 - $72,551
-709 Reduced 8.59%
7,541 $740,000
Q3 2022

Nov 14, 2022
SELL
$82.84 - $100.53 $91,869 - $111,487
-1,109 Reduced 11.85%
8,250 $683,000
Q2 2022

Aug 10, 2022
SELL
$85.56 - $102.18 $1.15 Million - $1.37 Million
-13,428 Reduced 58.93%
9,359 $817,000
Q1 2022

May 09, 2022
BUY
$95.6 - $107.05 $1.77 Million - $1.98 Million
18,529 Added 435.16%
22,787 $2.35 Million
Q4 2021

Feb 14, 2022
SELL
$98.64 - $107.12 $7,792 - $8,462
-79 Reduced 1.82%
4,258 $450,000
Q3 2021

Nov 18, 2021
BUY
$97.84 - $105.53 $11,545 - $12,452
118 Added 2.8%
4,337 $424,000
Q2 2021

Nov 18, 2021
SELL
$98.78 - $105.53 $32,103 - $34,297
-325 Reduced 7.15%
4,219 $432,000
Q1 2021

Jun 21, 2021
SELL
$84.77 - $98.77 $25,176 - $29,334
-297 Reduced 6.14%
4,544 $447,000
Q4 2020

Feb 12, 2021
SELL
$74.87 - $89.65 $76,367 - $91,443
-1,020 Reduced 17.4%
4,841 $429,000
Q3 2020

Nov 16, 2020
SELL
$67.14 - $79.9 $28,601 - $34,037
-426 Reduced 6.78%
5,861 $0
Q2 2020

Aug 17, 2020
SELL
$56.34 - $76.29 $54,593 - $73,925
-969 Reduced 13.35%
6,287 $432,000
Q1 2020

May 12, 2020
SELL
$48.77 - $85.23 $278,866 - $487,345
-5,718 Reduced 44.07%
7,256 $428,000
Q4 2019

Feb 12, 2020
BUY
$74.07 - $82.5 $4,518 - $5,032
61 Added 0.47%
12,974 $1.06 Million
Q3 2019

Nov 15, 2019
SELL
$77.22 - $79.35 $3,088 - $3,174
-40 Reduced 0.31%
12,913 $1 Million
Q2 2019

Aug 09, 2019
BUY
N/A
12,953 New
12,953 $1 Million

Others Institutions Holding XLI

# of Institutions
1,438
Shares Held
131M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, 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 Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email