Big Sur Wealth Management LLC Industrial Sector Spdr Transaction History

Big Sur Wealth Management LLC

  • $354 Million
  • Q3 2024

A detailed history of Big Sur Wealth Management LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 26,290 shares of XLI stock, worth $3.52 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
26,290
Previous 24,180 8.73%
Holding current value
$3.52 Million
Previous $2.95 Million 20.84%
% of portfolio
1.0%
Previous 0.92%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$120.56 - $135.44 $254,381 - $285,778
2,110 Added 8.73%
26,290 $3.56 Million
Q1 2024

May 21, 2024
BUY
$110.23 - $125.96 $1.1 Million - $1.26 Million
10,000 Added 70.52%
24,180 $3.05 Million
Q4 2023

Feb 12, 2024
SELL
$96.44 - $114.13 $443,624 - $524,998
-4,600 Reduced 24.49%
14,180 $1.62 Million
Q4 2021

Feb 07, 2022
BUY
$98.64 - $107.12 $295,920 - $321,360
3,000 Added 19.01%
18,780 $1.99 Million
Q3 2021

Nov 01, 2021
SELL
$97.84 - $105.53 $978,400 - $1.06 Million
-10,000 Reduced 38.79%
15,780 $1.54 Million
Q1 2021

May 06, 2021
SELL
$84.77 - $98.77 $144,109 - $167,909
-1,700 Reduced 6.19%
25,780 $2.54 Million
Q4 2020

Jan 22, 2021
BUY
$74.87 - $89.65 $411,785 - $493,075
5,500 Added 25.02%
27,480 $2.43 Million
Q3 2020

Oct 30, 2020
BUY
$67.14 - $79.9 $1.12 Million - $1.33 Million
16,685 Added 315.11%
21,980 $1.69 Million
Q4 2019

Jan 30, 2020
SELL
$74.07 - $82.5 $370,349 - $412,500
-5,000 Reduced 48.57%
5,295 $431,000
Q3 2019

Nov 05, 2019
SELL
$77.22 - $79.35 $617,760 - $634,800
-8,000 Reduced 43.73%
10,295 $799,000
Q3 2018

Oct 23, 2018
SELL
N/A
-1,000 Reduced 5.18%
18,295 $1.43 Million
Q4 2017

Feb 01, 2018
BUY
N/A
5,295 Added 37.82%
19,295 $1.46 Million
Q2 2017

Aug 14, 2017
BUY
N/A
14,000
14,000 $964,000

Others Institutions Holding XLI

# of Institutions
1,418
Shares Held
144M
Call Options Held
20.8M
Put Options Held
27.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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