A detailed history of Wealthspire Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 6,252 shares of XLI stock, worth $838,768. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,252
Previous 1,882 232.2%
Holding current value
$838,768
Previous $229,000 269.43%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$120.56 - $135.44 $526,847 - $591,872
4,370 Added 232.2%
6,252 $846,000
Q2 2024

Aug 08, 2024

SELL
$120.47 - $125.94 $140,949 - $147,349
-1,170 Reduced 38.34%
1,882 $229,000
Q1 2024

May 06, 2024

SELL
$110.23 - $125.96 $30,643 - $35,016
-278 Reduced 8.35%
3,052 $384,000
Q4 2023

Feb 06, 2024

BUY
$96.44 - $114.13 $321,145 - $380,052
3,330 New
3,330 $379,000
Q1 2019

May 08, 2019

SELL
N/A
-112 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
N/A
112 New
112 $7,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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