A detailed history of Mission Wealth Management, LP transactions in Industrial Sector Spdr stock. As of the latest transaction made, Mission Wealth Management, LP holds 3,748 shares of XLI stock, worth $499,458. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,748
Previous 3,335 12.38%
Holding current value
$499,458
Previous $406,000 24.88%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 31, 2024

BUY
$120.56 - $135.44 $49,791 - $55,936
413 Added 12.38%
3,748 $507,000
Q2 2024

Aug 02, 2024

BUY
$120.47 - $125.94 $117,940 - $123,295
979 Added 41.55%
3,335 $406,000
Q1 2024

Apr 30, 2024

SELL
$110.23 - $125.96 $38,360 - $43,834
-348 Reduced 12.87%
2,356 $296,000
Q4 2023

Feb 05, 2024

BUY
$96.44 - $114.13 $32,307 - $38,233
335 Added 14.14%
2,704 $308,000
Q3 2023

Oct 23, 2023

BUY
$100.74 - $110.75 $18,838 - $20,710
187 Added 8.57%
2,369 $240,000
Q2 2023

Aug 04, 2023

BUY
$96.85 - $107.32 $774 - $858
8 Added 0.37%
2,182 $234,000
Q1 2023

Apr 07, 2023

BUY
$96.51 - $103.67 $772 - $829
8 Added 0.37%
2,174 $219,000
Q4 2022

Feb 02, 2023

BUY
$84.74 - $102.33 $183,546 - $221,646
2,166 New
2,166 $212,000
Q2 2022

Jul 27, 2022

SELL
$85.56 - $102.18 $183,098 - $218,665
-2,140 Closed
0 $0
Q1 2022

Apr 25, 2022

BUY
$95.6 - $107.05 $573 - $642
6 Added 0.28%
2,140 $220,000
Q4 2021

Feb 11, 2022

BUY
$98.64 - $107.12 $690 - $749
7 Added 0.33%
2,134 $226,000
Q3 2021

Nov 05, 2021

BUY
$97.84 - $105.53 $684 - $738
7 Added 0.33%
2,127 $208,000
Q2 2021

Aug 10, 2021

SELL
$98.78 - $105.53 $889 - $949
-9 Reduced 0.42%
2,120 $217,000
Q1 2021

May 10, 2021

SELL
$84.77 - $98.77 $18,140 - $21,136
-214 Reduced 9.13%
2,129 $210,000
Q4 2020

Jan 19, 2021

BUY
$74.87 - $89.65 $175,420 - $210,049
2,343 New
2,343 $207,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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