Wellspring Financial Advisors, LLC Industrial Sector Spdr Transaction History
Wellspring Financial Advisors, LLC
- $633 Billion
- Q1 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 30,027 shares of XLI stock, worth $3.66 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
30,027
Previous 32,348
7.18%
Holding current value
$3.66 Million
Previous $3.69 Billion
2.57%
% of portfolio
0.6%
Previous 0.92%
Shares
5 transactions
Others Institutions Holding XLI
# of Institutions
1,352Shares Held
134MCall Options Held
19.5MPut Options Held
23.3M-
Bank Of America Corp Charlotte, NC18.1MShares$2.21 Billion0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY9.21MShares$1.12 Billion0.11% of portfolio
-
Morgan Stanley New York, NY7.97MShares$972 Million0.08% of portfolio
-
Goldman Sachs Group Inc New York, NY7.57MShares$923 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA5.46MShares$666 Million0.17% of portfolio