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 78,874 shares of XLI stock, worth $10.6 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares
78,874
Previous 77,321 2.01%
Holding current value
$10.6 Million
Previous $9.42 Million 13.36%
% of portfolio
2.51%
Previous 2.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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