A detailed history of Opal Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 57,996 shares of XLI stock, worth $7.78 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares
57,996
Previous 56,700 2.29%
Holding current value
$7.78 Million
Previous $6.91 Million 13.66%
% of portfolio
2.5%
Previous 2.24%

Shares

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

Oct 15, 2024

BUY
$120.56 - $135.44 $156,245 - $175,530
1,296 Added 2.29%
57,996 $7.85 Million
Q2 2024

Jul 12, 2024

SELL
$120.47 - $125.94 $64,210 - $67,126
-533 Reduced 0.93%
56,700 $6.91 Million
Q1 2024

Apr 11, 2024

BUY
$110.23 - $125.96 $32,958 - $37,662
299 Added 0.53%
57,233 $7.21 Million
Q4 2023

Jan 19, 2024

BUY
$96.44 - $114.13 $41,469 - $49,075
430 Added 0.76%
56,934 $6.49 Million
Q3 2023

Oct 18, 2023

SELL
$100.74 - $110.75 $254,469 - $279,754
-2,526 Reduced 4.28%
56,504 $5.73 Million
Q2 2023

Jul 27, 2023

SELL
$96.85 - $107.32 $19,951 - $22,107
-206 Reduced 0.35%
59,030 $6.34 Million
Q1 2023

Apr 19, 2023

BUY
$96.51 - $103.67 $844,462 - $907,112
8,750 Added 17.33%
59,236 $5.99 Million
Q4 2022

Feb 03, 2023

SELL
$84.74 - $102.33 $772,744 - $933,147
-9,119 Reduced 15.3%
50,486 $4.96 Million
Q3 2022

Oct 17, 2022

BUY
$82.84 - $100.53 $405,916 - $492,597
4,900 Added 8.96%
59,605 $4.94 Million
Q2 2022

Aug 10, 2022

SELL
$85.56 - $102.18 $675,325 - $806,506
-7,893 Reduced 12.61%
54,705 $4.78 Million
Q1 2022

May 09, 2022

BUY
$95.6 - $107.05 $234,028 - $262,058
2,448 Added 4.07%
62,598 $6.45 Million
Q4 2021

Jan 31, 2022

BUY
$98.64 - $107.12 $864,086 - $938,371
8,760 Added 17.05%
60,150 $6.36 Million
Q3 2021

Nov 05, 2021

BUY
$97.84 - $105.53 $385,293 - $415,577
3,938 Added 8.3%
51,390 $5.03 Million
Q2 2021

Aug 02, 2021

BUY
$98.78 - $105.53 $4.69 Million - $5.01 Million
47,452 New
47,452 $4.86 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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