Wealth Bridge Capital Management, LLC Industrial Sector Spdr Transaction History

Wealth Bridge Capital Management, LLC

  • $354 Million
  • Q4 2024

A detailed history of Wealth Bridge Capital Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 24,808 shares of XLI stock, worth $3.43 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
24,808
Previous 23,564 5.28%
Holding current value
$3.43 Million
Previous $3.19 Million 2.41%
% of portfolio
0.92%
Previous 0.93%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$131.76 - $143.99 $163,909 - $179,123
1,244 Added 5.28%
24,808 $3.27 Million
Q3 2024

Oct 07, 2024
BUY
$120.56 - $135.44 $57,627 - $64,740
478 Added 2.07%
23,564 $3.19 Million
Q2 2024

Aug 02, 2024
BUY
$120.47 - $125.94 $152,635 - $159,565
1,267 Added 5.81%
23,086 $2.81 Million
Q1 2024

Apr 30, 2024
BUY
$110.23 - $125.96 $22,266 - $25,443
202 Added 0.93%
21,819 $2.75 Million
Q4 2023

Feb 12, 2024
SELL
$96.44 - $114.13 $11,379 - $13,467
-118 Reduced 0.54%
21,617 $2.46 Million
Q3 2023

Nov 08, 2023
BUY
$100.74 - $110.75 $99,631 - $109,531
989 Added 4.77%
21,735 $2.2 Million
Q2 2023

Aug 01, 2023
SELL
$96.85 - $107.32 $107,212 - $118,803
-1,107 Reduced 5.07%
20,746 $2.23 Million
Q1 2023

May 10, 2023
BUY
$96.51 - $103.67 $56,940 - $61,165
590 Added 2.77%
21,853 $2.21 Million
Q4 2022

Jan 31, 2023
SELL
$84.74 - $102.33 $43,725 - $52,802
-516 Reduced 2.37%
21,263 $2.09 Million
Q2 2022

Aug 12, 2022
BUY
$85.56 - $102.18 $12,662 - $15,122
148 Added 0.68%
21,779 $1.9 Million
Q1 2022

Apr 15, 2022
SELL
$95.6 - $107.05 $421,118 - $471,555
-4,405 Reduced 16.92%
21,631 $2.23 Million
Q4 2021

Feb 11, 2022
SELL
$98.64 - $107.12 $438,849 - $476,576
-4,449 Reduced 14.59%
26,036 $2.76 Million
Q3 2021

Nov 12, 2021
SELL
$97.84 - $105.53 $95,002 - $102,469
-971 Reduced 3.09%
30,485 $2.98 Million
Q2 2021

Aug 16, 2021
BUY
$98.78 - $105.53 $474,045 - $506,438
4,799 Added 18.0%
31,456 $3.22 Million
Q1 2021

May 17, 2021
BUY
$84.77 - $98.77 $553,548 - $644,968
6,530 Added 32.44%
26,657 $2.62 Million
Q4 2020

Feb 12, 2021
BUY
$74.87 - $89.65 $538,015 - $644,224
7,186 Added 55.53%
20,127 $1.78 Million
Q3 2020

Nov 13, 2020
SELL
$67.14 - $79.9 $3,692 - $4,394
-55 Reduced 0.42%
12,941 $996,000
Q2 2020

Aug 14, 2020
SELL
$56.34 - $76.29 $135,779 - $183,858
-2,410 Reduced 15.64%
12,996 $893,000
Q1 2020

May 15, 2020
SELL
$48.77 - $85.23 $335,001 - $585,444
-6,869 Reduced 30.84%
15,406 $909,000
Q4 2019

Feb 12, 2020
SELL
$74.07 - $82.5 $17,332 - $19,305
-234 Reduced 1.04%
22,275 $1.82 Million
Q3 2019

Nov 14, 2019
SELL
$77.22 - $79.35 $13,745 - $14,124
-178 Reduced 0.78%
22,509 $1.75 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-897 Reduced 3.8%
22,687 $1.46 Million
Q1 2019

May 15, 2019
BUY
N/A
897 Added 3.95%
23,584 $1.79 Million
Q4 2018

Feb 14, 2019
BUY
N/A
22,687 New
22,687 $1.46 Million

Others Institutions Holding XLI

# of Institutions
1,465
Shares Held
133M
Call Options Held
22.5M
Put Options Held
32.2M
View Full List

About INDUSTRIAL SECTOR SPDR

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

Track Wealth Bridge Capital Management, LLC Portfolio

Follow Wealth Bridge Capital Management, 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 Wealth Bridge Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Bridge Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email