Whitaker Myers Wealth Managers, Ltd. Industrial Sector Spdr Transaction History

Whitaker Myers Wealth Managers, Ltd.

  • $343 Billion
  • Q4 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 5,992 shares of XLI stock, worth $816,889. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,992
Previous 8,751 31.53%
Holding current value
$816,889
Previous $1.19 Billion 33.38%
% of portfolio
0.23%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$131.76 - $143.99 $363,525 - $397,268
-2,759 Reduced 31.53%
5,992 $790 Million
Q3 2024

Oct 18, 2024
BUY
$120.56 - $135.44 $116,460 - $130,835
966 Added 12.41%
8,751 $1.19 Billion
Q2 2024

Jul 26, 2024
BUY
$120.47 - $125.94 $125,288 - $130,977
1,040 Added 15.42%
7,785 $949 Million
Q1 2024

Apr 12, 2024
BUY
$110.23 - $125.96 $743,501 - $849,600
6,745 New
6,745 $850 Million

Others Institutions Holding XLI

# of Institutions
1,540
Shares Held
141M
Call Options Held
23.1M
Put Options Held
38.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Whitaker Myers Wealth Managers, Ltd. Portfolio

Follow Whitaker Myers Wealth Managers, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email