Wespac Advisors So Cal, LLC Industrial Sector Spdr Transaction History

Wespac Advisors So Cal, LLC

  • $435 Million
  • Q4 2024

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 9,478 shares of XLI stock, worth $1.31 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
9,478
Previous 78,874 87.98%
Holding current value
$1.31 Million
Previous $10.7 Million 88.32%
% of portfolio
0.29%
Previous 2.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,452
Shares Held
133M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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