A detailed history of Wela Strategies, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wela Strategies, Inc. holds 37,058 shares of XLI stock, worth $5.15 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
37,058
Previous 30,476 21.6%
Holding current value
$5.15 Million
Previous $3.71 Million 35.14%
% of portfolio
2.19%
Previous 1.73%

Shares

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

Oct 17, 2024

BUY
$120.56 - $135.44 $793,525 - $891,466
6,582 Added 21.6%
37,058 $5.02 Million
Q2 2024

Jul 12, 2024

BUY
$120.47 - $125.94 $102,399 - $107,049
850 Added 2.87%
30,476 $3.71 Million
Q1 2024

Apr 15, 2024

BUY
$110.23 - $125.96 $3.27 Million - $3.73 Million
29,626 New
29,626 $3.73 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Wela Strategies, Inc. Portfolio

Follow Wela Strategies, Inc. 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 Wela Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wela Strategies, Inc. with notifications on news.