A detailed history of Smart Wealth LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Smart Wealth LLC holds 5,961 shares of XLI stock, worth $799,727. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,961
Previous 14,906 60.01%
Holding current value
$799,727
Previous $1.82 Billion 55.56%
% of portfolio
0.32%
Previous 0.73%

Shares

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

Dec 13, 2024

SELL
$120.56 - $135.44 $1.08 Million - $1.21 Million
-8,945 Reduced 60.01%
5,961 $807 Million
Q2 2024

Dec 13, 2024

BUY
$120.47 - $125.94 $89,509 - $93,573
743 Added 5.25%
14,906 $1.82 Billion
Q1 2024

Dec 13, 2024

BUY
$110.23 - $125.96 $1.56 Million - $1.78 Million
14,163 New
14,163 $1.78 Billion

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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