Wcg Wealth Advisors LLC Industrial Sector Spdr Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 89,554 shares of XLI stock, worth $12.1 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

89,554

Previous 90,713 1.28%

Holding current value

$12.1 Million

Previous $12.3 Million 3.96%

% of portfolio

0.83%

Previous 0.83%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$131.76 - $143.99 $152,709 - $166,884	-1,159 Reduced 1.28%	89,554 $11.8 Million
Q3 2024 Nov 13, 2024	SELL	$120.56 - $135.44 $275,961 - $310,022	-2,289 Reduced 2.46%	90,713 $12.3 Million
Q2 2024 Aug 12, 2024	BUY	$120.47 - $125.94 $11.2 Million - $11.7 Million	93,002 New	93,002 $11.3 Million
Q4 2023 Feb 08, 2024	BUY	$96.44 - $114.13 $15,333 - $18,146	159 Added 0.55%	29,028 $3.31 Million
Q3 2023 Nov 09, 2023	BUY	$100.74 - $110.75 $2.91 Million - $3.2 Million	28,869 New	28,869 $2.94 Million

Others Institutions Holding XLI

# of Institutions

1,536

Shares Held

141M

Call Options Held

23.1M

Put Options Held

38.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Wcg Wealth Advisors LLC Industrial Sector Spdr Transaction History