Bartlett & Co. Wealth Management LLC Industrial Sector Spdr Transaction History

Bartlett & Co. Wealth Management LLC

$6.97 Trillion
Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 655 shares of XLI stock, worth $87,940. This represents 0.0% of its overall portfolio holdings.

Number of Shares

655

Previous 655 -0.0%

Holding current value

$87,940

Previous $79.8 Million 11.13%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$110.23 - $125.96 $81,019 - $92,580	-735 Reduced 52.88%	655 $82.5 Million
Q4 2023 Feb 14, 2024	BUY	$96.44 - $114.13 $70,883 - $83,885	735 Added 112.21%	1,390 $159 Million
Q1 2023 Feb 14, 2024	SELL	$96.51 - $103.67 $14,379 - $15,446	-149 Reduced 18.53%	655 $66.3 Million
Q4 2022 Feb 14, 2024	SELL	$84.74 - $102.33 $35,082 - $42,364	-414 Reduced 33.99%	804 $79 Million
Q3 2021 Feb 13, 2024	SELL	$97.84 - $105.53 $9,784 - $10,553	-100 Reduced 7.59%	1,218 $119 Million
Q2 2020 Feb 13, 2024	BUY	$56.34 - $76.29 $37,353 - $50,580	663 Added 101.22%	1,318 $90.5 Million
Q1 2018 Feb 13, 2024	BUY	N/A	655 New	655 $48.7 Million

Others Institutions Holding XLI

# of Institutions

1,438

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Bartlett & Co. Wealth Management LLC Industrial Sector Spdr Transaction History