Tru Wealth Advisors, LLC Industrial Sector Spdr Transaction History

Tru Wealth Advisors, LLC

$1.61 Billion
Q3 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 2,182 shares of XLI stock, worth $296,970. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,182

Previous 2,181 0.05%

Holding current value

$296,970

Previous $265,000 11.32%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$120.56 - $135.44 $120 - $135	1 Added 0.05%	2,182 $295,000
Q2 2024 Jul 16, 2024	BUY	$120.47 - $125.94 $120 - $125	1 Added 0.05%	2,181 $265,000
Q4 2023 Jan 10, 2024	SELL	$96.44 - $114.13 $1,157 - $1,369	-12 Reduced 0.55%	2,180 $248,000
Q3 2023 Oct 10, 2023	BUY	$100.74 - $110.75 $7,857 - $8,638	78 Added 3.69%	2,192 $222,000
Q2 2023 Aug 04, 2023	SELL	$96.85 - $107.32 $2,711 - $3,004	-28 Reduced 1.31%	2,114 $226,000
Q1 2023 Apr 25, 2023	SELL	$96.51 - $103.67 $35,419 - $38,046	-367 Reduced 14.63%	2,142 $216,000
Q4 2022 Jan 27, 2023	SELL	$84.74 - $102.33 $8,474 - $10,233	-100 Reduced 3.83%	2,509 $0
Q3 2022 Oct 24, 2022	SELL	$82.84 - $100.53 $25,763 - $31,264	-311 Reduced 10.65%	2,609 $216,000
Q2 2022 Jul 22, 2022	SELL	$85.56 - $102.18 $3.05 Million - $3.65 Million	-35,702 Reduced 92.44%	2,920 $255,000
Q1 2022 Apr 27, 2022	BUY	$95.6 - $107.05 $75,237 - $84,248	787 Added 2.08%	38,622 $3.98 Million
Q4 2021 Jan 19, 2022	SELL	$98.64 - $107.12 $6.94 Million - $7.53 Million	-70,341 Reduced 65.02%	37,835 $4 Million
Q3 2021 Oct 29, 2021	BUY	$97.84 - $105.53 $2.88 Million - $3.11 Million	29,485 Added 37.47%	108,176 $10.6 Million
Q2 2021 Jul 29, 2021	BUY	$98.78 - $105.53 $455,474 - $486,598	4,611 Added 6.22%	78,691 $8.06 Million
Q1 2021 May 10, 2021	BUY	$84.77 - $98.77 $5.61 Million - $6.54 Million	66,208 Added 841.06%	74,080 $7.29 Million
Q4 2020 Jan 26, 2021	BUY	$74.87 - $89.65 $589,376 - $705,724	7,872 New	7,872 $697,000

Others Institutions Holding XLI

# of Institutions

1,420

Shares Held

143M

Call Options Held

20.8M

Put Options Held

27.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Tru Wealth Advisors, LLC Industrial Sector Spdr Transaction History