A detailed history of Core Wealth Partners LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Core Wealth Partners LLC holds 2,235 shares of XLI stock, worth $302,619. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,235
Previous 2,228 0.31%
Holding current value
$302,619
Previous $281 Million 2.91%
% of portfolio
0.19%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$120.47 - $125.94 $843 - $881
7 Added 0.31%
2,235 $272 Million
Q1 2024

Apr 19, 2024

BUY
$110.23 - $125.96 $771 - $881
7 Added 0.32%
2,228 $281 Million
Q4 2023

Feb 07, 2024

BUY
$96.44 - $114.13 $1,157 - $1,369
12 Added 0.54%
2,221 $253 Million
Q3 2023

Nov 13, 2023

BUY
$100.74 - $110.75 $906 - $996
9 Added 0.41%
2,209 $224 Million
Q1 2023

May 11, 2023

BUY
$96.51 - $103.67 $212,322 - $228,074
2,200 New
2,200 $223 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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