Simplicity Wealth,Llc Industrial Sector Spdr Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Industrial Sector Spdr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 5,053 shares of XLI stock, worth $673,362. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,053

Previous 8,883 43.12%

Holding current value

$673,362

Previous $1.08 Million 36.78%

% of portfolio

0.07%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$120.56 - $135.44 $461,744 - $518,735	-3,830 Reduced 43.12%	5,053 $684,000
Q2 2024 Jul 10, 2024	SELL	$120.47 - $125.94 $3.3 Million - $3.45 Million	-27,362 Reduced 75.49%	8,883 $1.08 Million
Q1 2024 Apr 24, 2024	BUY	$110.23 - $125.96 $4 Million - $4.57 Million	36,245 New	36,245 $4.57 Million
Q3 2022 Oct 12, 2022	BUY	$82.84 - $100.53 $1,822 - $2,211	22 Added 0.29%	7,719 $639,000
Q2 2022 Jul 19, 2022	SELL	$85.56 - $102.18 $239,910 - $286,512	-2,804 Reduced 26.7%	7,697 $672,000
Q1 2022 May 20, 2022	SELL	$95.6 - $107.05 $2.01 Million - $2.25 Million	-20,981 Reduced 66.64%	10,501 $1.08 Million
Q4 2021 Feb 25, 2022	BUY	$98.64 - $107.12 $3.11 Million - $3.37 Million	31,482 New	31,482 $3.33 Million

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

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Simplicity Wealth,Llc Industrial Sector Spdr Transaction History