New Edge Wealth, LLC Industrial Sector Spdr Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, New Edge Wealth, LLC holds 9,227 shares of XLI stock, worth $1.24 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,227

Previous 10,398 11.26%

Holding current value

$1.24 Million

Previous $1.41 Million 13.71%

% of portfolio

0.02%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$131.76 - $143.99 $154,290 - $168,612	-1,171 Reduced 11.26%	9,227 $1.22 Million
Q3 2024 Nov 12, 2024	BUY	$120.56 - $135.44 $848,862 - $953,633	7,041 Added 209.74%	10,398 $1.41 Million
Q2 2024 Aug 01, 2024	BUY	$120.47 - $125.94 $404,417 - $422,780	3,357 New	3,357 $409,000
Q4 2023 Jan 29, 2024	BUY	$96.44 - $114.13 $9,161 - $10,842	95 Added 3.83%	2,574 $293,000
Q3 2023 Nov 08, 2023	BUY	$100.74 - $110.75 $2,417 - $2,658	24 Added 0.98%	2,479 $251,000
Q2 2023 Aug 09, 2023	BUY	$96.85 - $107.32 $96 - $107	1 Added 0.04%	2,455 $263,000
Q1 2023 May 08, 2023	BUY	$96.51 - $103.67 $236,835 - $254,406	2,454 New	2,454 $248,000
Q1 2022 May 10, 2022	SELL	$95.6 - $107.05 $595,205 - $666,493	-6,226 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$98.64 - $107.12 $614,132 - $666,929	6,226 New	6,226 $659,000

Others Institutions Holding XLI

# of Institutions

1,536

Shares Held

141M

Call Options Held

23.1M

Put Options Held

38.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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New Edge Wealth, LLC Industrial Sector Spdr Transaction History