R Pg Family Wealth Advisory, LLC Industrial Sector Spdr Transaction History

R Pg Family Wealth Advisory, LLC

  • $284 Million
  • Q3 2024

A detailed history of R Pg Family Wealth Advisory, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, R Pg Family Wealth Advisory, LLC holds 12,809 shares of XLI stock, worth $1.71 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
12,809
Previous 12,809 -0.0%
Holding current value
$1.71 Million
Previous $1.73 Million -0.0%
% of portfolio
0.61%
Previous 0.54%

Shares

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

Nov 05, 2024
BUY
$120.56 - $135.44 $98,979 - $111,196
821 Added 6.85%
12,809 $1.73 Million
Q2 2024

Aug 09, 2024
BUY
$120.47 - $125.94 $66,981 - $70,022
556 Added 4.86%
11,988 $1.46 Million
Q1 2024

May 13, 2024
SELL
$110.23 - $125.96 $39,021 - $44,589
-354 Reduced 3.0%
11,432 $1.44 Million
Q4 2023

Jan 23, 2024
SELL
$96.44 - $114.13 $75,705 - $89,592
-785 Reduced 6.24%
11,786 $1.34 Million
Q3 2023

Nov 13, 2023
BUY
$100.74 - $110.75 $51,881 - $57,036
515 Added 4.27%
12,571 $1.27 Million
Q2 2023

Aug 09, 2023
SELL
$96.85 - $107.32 $116,801 - $129,427
-1,206 Reduced 9.09%
12,056 $1.29 Million
Q1 2023

Apr 18, 2023
BUY
$96.51 - $103.67 $294,741 - $316,608
3,054 Added 29.92%
13,262 $1.34 Million
Q4 2022

Feb 13, 2023
BUY
$84.74 - $102.33 $865,025 - $1.04 Million
10,208 New
10,208 $1 Million
Q2 2022

Aug 12, 2022
SELL
$85.56 - $102.18 $594,642 - $710,151
-6,950 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$95.6 - $107.05 $647,116 - $724,621
6,769 Added 3739.78%
6,950 $716 Million
Q1 2020

May 14, 2020
SELL
$48.77 - $85.23 $25,701 - $44,916
-527 Reduced 74.44%
181 $0
Q2 2019

Aug 13, 2019
BUY
N/A
254 Added 55.95%
708 $0
Q1 2019

May 14, 2019
BUY
N/A
454 New
454 $0

Others Institutions Holding XLI

# of Institutions
1,438
Shares Held
131M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track R Pg Family Wealth Advisory, LLC Portfolio

Follow R Pg Family Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of R Pg Family Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on R Pg Family Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email