A detailed history of Encompass More Asset Management transactions in Industrial Sector Spdr stock. As of the latest transaction made, Encompass More Asset Management holds 9,932 shares of XLI stock, worth $1.42 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
9,932
Previous 8,831 12.47%
Holding current value
$1.42 Million
Previous $1.08 Billion 24.99%
% of portfolio
0.51%
Previous 0.77%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$120.56 - $135.44 $132,736 - $149,119
1,101 Added 12.47%
9,932 $1.35 Billion
Q2 2024

Jul 26, 2024

BUY
$120.47 - $125.94 $101,797 - $106,419
845 Added 10.58%
8,831 $1.08 Billion
Q1 2024

May 10, 2024

SELL
$110.23 - $125.96 $659,506 - $753,618
-5,983 Reduced 42.83%
7,986 $1.01 Billion
Q4 2023

Feb 15, 2024

BUY
$96.44 - $114.13 $1.35 Million - $1.59 Million
13,969 New
13,969 $1.59 Billion

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Encompass More Asset Management Portfolio

Follow Encompass More Asset Management 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 Encompass More Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Encompass More Asset Management with notifications on news.