Wellspring Financial Advisors, LLC Industrial Sector Spdr Transaction History

Wellspring Financial Advisors, LLC

  • $957 Billion
  • Q4 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 28,053 shares of XLI stock, worth $3.87 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
28,053
Previous 28,025 0.1%
Holding current value
$3.87 Million
Previous $3.8 Billion 2.62%
% of portfolio
0.39%
Previous 0.45%

Shares

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

Feb 13, 2025
BUY
$131.76 - $143.99 $3,689 - $4,031
28 Added 0.1%
28,053 $3.7 Billion
Q3 2024

Nov 13, 2024
SELL
$120.56 - $135.44 $108,624 - $122,031
-901 Reduced 3.11%
28,025 $3.8 Billion
Q2 2024

Aug 12, 2024
SELL
$120.47 - $125.94 $132,637 - $138,659
-1,101 Reduced 3.67%
28,926 $3.53 Billion
Q1 2024

May 01, 2024
SELL
$110.23 - $125.96 $255,843 - $292,353
-2,321 Reduced 7.18%
30,027 $3.78 Billion
Q4 2023

Feb 13, 2024
SELL
$96.44 - $114.13 $6.42 Million - $7.6 Million
-66,600 Reduced 67.31%
32,348 $3.69 Billion
Q3 2023

Nov 14, 2023
SELL
$100.74 - $110.75 $33,344 - $36,658
-331 Reduced 0.33%
98,948 $10 Billion
Q2 2023

Aug 11, 2023
SELL
$96.85 - $107.32 $342,558 - $379,590
-3,537 Reduced 3.44%
99,279 $10.7 Billion
Q1 2023

May 12, 2023
BUY
$96.51 - $103.67 $9.92 Million - $10.7 Million
102,816 New
102,816 $10.4 Billion

Others Institutions Holding XLI

# of Institutions
1,521
Shares Held
139M
Call Options Held
25.1M
Put Options Held
35.3M
View Full List

About INDUSTRIAL SECTOR SPDR

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