Welch Group, LLC Industrial Sector Spdr Transaction History

Welch Group, LLC

$2.29 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$95.6 - $107.05 $511,746 - $573,038	-5,353 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$98.64 - $107.12 $251,236 - $272,834	2,547 Added 90.77%	5,353 $566,000
Q3 2021 Nov 05, 2021	SELL	$97.84 - $105.53 $14,969 - $16,146	-153 Reduced 5.17%	2,806 $275,000
Q2 2021 Jul 21, 2021	SELL	$98.78 - $105.53 $61,836 - $66,061	-626 Reduced 17.46%	2,959 $303,000
Q1 2021 Apr 23, 2021	SELL	$84.77 - $98.77 $199,548 - $232,504	-2,354 Reduced 39.64%	3,585 $353,000
Q4 2020 Jan 25, 2021	BUY	$74.87 - $89.65 $64,313 - $77,009	859 Added 16.91%	5,939 $526,000
Q3 2020 Oct 28, 2020	BUY	$67.14 - $79.9 $341,071 - $405,892	5,080 New	5,080 $391,000
Q3 2017 Nov 07, 2017	SELL	N/A	-1,731 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	1,731	1,731 $118,000

Others Institutions Holding XLI

# of Institutions

1,434

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

Bank Of America Corp Charlotte, NC

17.6M
Shares

$2.51 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.62M
Shares

$1.23 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

7.09M
Shares

$1.01 Billion
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

6.43M
Shares

$918 Million
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

5.73M
Shares

$817 Million
0.18% of portfolio

About INDUSTRIAL SECTOR SPDR

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