Cassaday & CO Wealth Management LLC Industrial Sector Spdr Transaction History

Cassaday & CO Wealth Management LLC

  • $3.53 Billion
  • Q3 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 3,484 shares of XLI stock, worth $464,277. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,484
Previous 3,345 4.16%
Holding current value
$464,277
Previous $407,000 15.72%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2024
BUY
$120.56 - $135.44 $16,757 - $18,826
139 Added 4.16%
3,484 $471,000
Q2 2024

Jul 30, 2024
SELL
$120.47 - $125.94 $3,614 - $3,778
-30 Reduced 0.89%
3,345 $407,000
Q1 2024

May 08, 2024
SELL
$110.23 - $125.96 $16,534 - $18,894
-150 Reduced 4.26%
3,375 $425,000
Q4 2023

Feb 09, 2024
BUY
$96.44 - $114.13 $21,216 - $25,108
220 Added 6.66%
3,525 $401,000
Q3 2023

Nov 06, 2023
BUY
$100.74 - $110.75 $332,945 - $366,028
3,305 New
3,305 $335,000
Q4 2022

Feb 07, 2023
BUY
$84.74 - $102.33 $280,065 - $338,200
3,305 New
3,305 $0

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

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