Wealthstar Advisors, LLC Industrial Sector Spdr Transaction History

Wealthstar Advisors, LLC

$123 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	SELL	$110.23 - $125.96 $46,957 - $53,658	-426 Reduced 14.94%	2,426 $305,000
Q4 2023 Jan 12, 2024	BUY	$96.44 - $114.13 $3,086 - $3,652	32 Added 1.13%	2,852 $325,000
Q3 2023 Nov 06, 2023	BUY	$100.74 - $110.75 $100 - $110	1 Added 0.04%	2,820 $285,000
Q2 2023 Jul 14, 2023	BUY	$96.85 - $107.32 $96 - $107	1 Added 0.04%	2,819 $302,000
Q1 2023 May 03, 2023	BUY	$96.51 - $103.67 $35,805 - $38,461	371 Added 15.16%	2,818 $285,000
Q4 2022 Feb 14, 2023	BUY	$84.74 - $102.33 $84 - $102	1 Added 0.04%	2,447 $240,000
Q3 2022 Nov 14, 2022	BUY	$82.84 - $100.53 $82 - $100	1 Added 0.04%	2,446 $200,000
Q2 2022 Aug 08, 2022	BUY	$85.56 - $102.18 $26,694 - $31,880	312 Added 14.63%	2,445 $213,000
Q1 2022 May 13, 2022	BUY	$95.6 - $107.05 $203,914 - $228,337	2,133 New	2,133 $233,000

Others Institutions Holding XLI

# of Institutions

1,424

Shares Held

143M

Call Options Held

20.8M

Put Options Held

27.3M

Bank Of America Corp Charlotte, NC

18M
Shares

$2.55 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.57M
Shares

$1.21 Billion
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

7.93M
Shares

$1.12 Billion
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

7.68M
Shares

$1.09 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

5.85M
Shares

$829 Million
0.18% of portfolio

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
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