Wellspring Financial Advisors, LLC Industrial Sector Spdr Transaction History

Wellspring Financial Advisors, LLC

$957 Billion
Q4 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 28,053 shares of XLI stock, worth $3.77 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

28,053

Previous 28,025 0.1%

Holding current value

$3.77 Million

Previous $3.8 Billion 2.62%

% of portfolio

0.39%

Previous 0.45%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$131.76 - $143.99 $3,689 - $4,031	28 Added 0.1%	28,053 $3.7 Billion
Q3 2024 Nov 13, 2024	SELL	$120.56 - $135.44 $108,624 - $122,031	-901 Reduced 3.11%	28,025 $3.8 Billion
Q2 2024 Aug 12, 2024	SELL	$120.47 - $125.94 $132,637 - $138,659	-1,101 Reduced 3.67%	28,926 $3.53 Billion
Q1 2024 May 01, 2024	SELL	$110.23 - $125.96 $255,843 - $292,353	-2,321 Reduced 7.18%	30,027 $3.78 Billion
Q4 2023 Feb 13, 2024	SELL	$96.44 - $114.13 $6.42 Million - $7.6 Million	-66,600 Reduced 67.31%	32,348 $3.69 Billion
Q3 2023 Nov 14, 2023	SELL	$100.74 - $110.75 $33,344 - $36,658	-331 Reduced 0.33%	98,948 $10 Billion
Q2 2023 Aug 11, 2023	SELL	$96.85 - $107.32 $342,558 - $379,590	-3,537 Reduced 3.44%	99,279 $10.7 Billion
Q1 2023 May 12, 2023	BUY	$96.51 - $103.67 $9.92 Million - $10.7 Million	102,816 New	102,816 $10.4 Billion

Others Institutions Holding XLI

# of Institutions

1,544

Shares Held

141M

Call Options Held

23.1M

Put Options Held

38.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Wellspring Financial Advisors, LLC Industrial Sector Spdr Transaction History