Wealthsource Partners, LLC Industrial Sector Spdr Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wealthsource Partners, LLC holds 4,453 shares of XLI stock, worth $597,414. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,453
Previous 5,278 15.63%
Holding current value
$597,414
Previous $535,000 5.23%
% of portfolio
0.03%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$96.44 - $114.13 $79,563 - $94,157
-825 Reduced 15.63%
4,453 $507,000
Q3 2023

Nov 09, 2023
SELL
$100.74 - $110.75 $36,870 - $40,534
-366 Reduced 6.48%
5,278 $535,000
Q2 2023

Aug 14, 2023
SELL
$96.85 - $107.32 $11,040 - $12,234
-114 Reduced 1.98%
5,644 $605,000
Q1 2023

May 15, 2023
SELL
$96.51 - $103.67 $172,077 - $184,843
-1,783 Reduced 23.64%
5,758 $582,000
Q4 2022

Feb 09, 2023
SELL
$84.74 - $102.33 $60,080 - $72,551
-709 Reduced 8.59%
7,541 $740,000
Q3 2022

Nov 14, 2022
SELL
$82.84 - $100.53 $91,869 - $111,487
-1,109 Reduced 11.85%
8,250 $683,000
Q2 2022

Aug 10, 2022
SELL
$85.56 - $102.18 $1.15 Million - $1.37 Million
-13,428 Reduced 58.93%
9,359 $817,000
Q1 2022

May 09, 2022
BUY
$95.6 - $107.05 $1.77 Million - $1.98 Million
18,529 Added 435.16%
22,787 $2.35 Million
Q4 2021

Feb 14, 2022
SELL
$98.64 - $107.12 $7,792 - $8,462
-79 Reduced 1.82%
4,258 $450,000
Q3 2021

Nov 18, 2021
BUY
$97.84 - $105.53 $11,545 - $12,452
118 Added 2.8%
4,337 $424,000
Q2 2021

Nov 18, 2021
SELL
$98.78 - $105.53 $32,103 - $34,297
-325 Reduced 7.15%
4,219 $432,000
Q1 2021

Jun 21, 2021
SELL
$84.77 - $98.77 $25,176 - $29,334
-297 Reduced 6.14%
4,544 $447,000
Q4 2020

Feb 12, 2021
SELL
$74.87 - $89.65 $76,367 - $91,443
-1,020 Reduced 17.4%
4,841 $429,000
Q3 2020

Nov 16, 2020
SELL
$67.14 - $79.9 $28,601 - $34,037
-426 Reduced 6.78%
5,861 $0
Q2 2020

Aug 17, 2020
SELL
$56.34 - $76.29 $54,593 - $73,925
-969 Reduced 13.35%
6,287 $432,000
Q1 2020

May 12, 2020
SELL
$48.77 - $85.23 $278,866 - $487,345
-5,718 Reduced 44.07%
7,256 $428,000
Q4 2019

Feb 12, 2020
BUY
$74.07 - $82.5 $4,518 - $5,032
61 Added 0.47%
12,974 $1.06 Million
Q3 2019

Nov 15, 2019
SELL
$77.22 - $79.35 $3,088 - $3,174
-40 Reduced 0.31%
12,913 $1 Million
Q2 2019

Aug 09, 2019
BUY
N/A
12,953 New
12,953 $1 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

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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