Measured Wealth Private Client Group, LLC Industrial Sector Spdr Transaction History

Measured Wealth Private Client Group, LLC

$296 Million
Q3 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 20,698 shares of XLI stock, worth $2.72 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

20,698

Previous 37,019 44.09%

Holding current value

$2.72 Million

Previous $4.51 Million 37.86%

% of portfolio

0.95%

Previous 1.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$120.56 - $135.44 $1.97 Million - $2.21 Million	-16,321 Reduced 44.09%	20,698 $2.8 Million
Q2 2024 Aug 12, 2024	BUY	$120.47 - $125.94 $561,390 - $586,880	4,660 Added 14.4%	37,019 $4.51 Million
Q1 2024 Apr 18, 2024	BUY	$110.23 - $125.96 $3.32 Million - $3.79 Million	30,113 Added 1340.74%	32,359 $4.08 Million
Q4 2023 Feb 06, 2024	SELL	$96.44 - $114.13 $13,598 - $16,092	-141 Reduced 5.91%	2,246 $256,000
Q3 2023 Oct 18, 2023	SELL	$100.74 - $110.75 $218,102 - $239,773	-2,165 Reduced 47.56%	2,387 $241,000
Q2 2023 Jul 20, 2023	SELL	$96.85 - $107.32 $1.1 Million - $1.22 Million	-11,338 Reduced 71.35%	4,552 $488,000
Q1 2023 May 01, 2023	BUY	$96.51 - $103.67 $36,673 - $39,394	380 Added 2.45%	15,890 $1.61 Million
Q4 2022 Jan 23, 2023	BUY	$84.74 - $102.33 $1.31 Million - $1.59 Million	15,510 New	15,510 $0

Others Institutions Holding XLI

# of Institutions

1,442

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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Measured Wealth Private Client Group, LLC Industrial Sector Spdr Transaction History