A detailed history of Adviser Investments LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Adviser Investments LLC holds 1,900 shares of XLI stock, worth $269,933. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,900
Previous 2,537 25.11%
Holding current value
$269,933
Previous $309,000 16.83%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

SELL
$120.56 - $135.44 $76,796 - $86,275
-637 Reduced 25.11%
1,900 $257,000
Q2 2024

Aug 12, 2024

BUY
$120.47 - $125.94 $61,078 - $63,851
507 Added 24.98%
2,537 $309,000
Q1 2024

Apr 29, 2024

SELL
$110.23 - $125.96 $271,716 - $310,491
-2,465 Reduced 54.84%
2,030 $255,000
Q4 2023

Feb 01, 2024

BUY
$96.44 - $114.13 $433,497 - $513,014
4,495 New
4,495 $512,000
Q2 2023

Aug 04, 2023

BUY
$96.85 - $107.32 $184,015 - $203,908
1,900 New
1,900 $203,000
Q2 2019

Aug 12, 2019

SELL
N/A
-19,602 Closed
0 $0
Q1 2019

May 07, 2019

BUY
N/A
19,602 New
19,602 $1.47 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-26,730 Closed
0 $0
Q2 2018

Aug 02, 2018

SELL
N/A
-94,618 Reduced 77.97%
26,730 $1.92 Million
Q1 2018

May 14, 2018

BUY
N/A
20,500 Added 20.33%
121,348 $9.02 Million
Q4 2017

Feb 12, 2018

SELL
N/A
-65,395 Reduced 39.34%
100,848 $7.63 Million
Q3 2017

Oct 23, 2017

SELL
N/A
-53,757 Reduced 24.44%
166,243 $11.8 Million
Q2 2017

Aug 14, 2017

BUY
N/A
220,000
220,000 $15 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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