Wespac Advisors So Cal, LLC Industrial Sector Spdr Transaction History

Wespac Advisors So Cal, LLC

$377 Million
Q1 2025

A detailed history of Wespac Advisors So Cal, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 3,108 shares of XLI stock, worth $456,223. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,108

Previous 9,478 67.21%

Holding current value

$456,223

Previous $1.25 Million 67.39%

% of portfolio

0.11%

Previous 0.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$128.78 - $141.67 $820,328 - $902,437	-6,370 Reduced 67.21%	3,108 $407,000
Q4 2024 Jan 24, 2025	SELL	$131.76 - $143.99 $9.14 Million - $9.99 Million	-69,396 Reduced 87.98%	9,478 $1.25 Million
Q3 2024 Nov 06, 2024	BUY	$120.56 - $135.44 $187,229 - $210,338	1,553 Added 2.01%	78,874 $10.7 Million
Q2 2024 Jul 23, 2024	SELL	$120.47 - $125.94 $98,303 - $102,767	-816 Reduced 1.04%	77,321 $9.42 Million
Q1 2024 Apr 18, 2024	BUY	$110.23 - $125.96 $176,478 - $201,661	1,601 Added 2.09%	78,137 $9.84 Million
Q4 2023 Jan 25, 2024	BUY	$96.44 - $114.13 $7.38 Million - $8.74 Million	76,536 New	76,536 $8.72 Million

Others Institutions Holding XLI

# of Institutions

1,562

Shares Held

137M

Call Options Held

20.2M

Put Options Held

54.2M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Wespac Advisors So Cal, LLC Industrial Sector Spdr Transaction History