Wealthspire Advisors, LLC Industrial Sector Spdr Transaction History

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 6,571 shares of XLI stock, worth $925,393. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,571

Previous 6,934 5.24%

Holding current value

$925,393

Previous $913,000 5.7%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$128.78 - $141.67 $46,747 - $51,426	-363 Reduced 5.24%	6,571 $861,000
Q4 2024 Feb 03, 2025	BUY	$131.76 - $143.99 $89,860 - $98,201	682 Added 10.91%	6,934 $913,000
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

# of Institutions

1,561

Shares Held

137M

Call Options Held

20.2M

Put Options Held

54.2M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Industrial Sector Spdr Transaction History