Annex Advisory Services, LLC Industrial Sector Spdr Transaction History

Annex Advisory Services, LLC

  • $2.76 Billion
  • Q3 2024

A detailed history of Annex Advisory Services, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Annex Advisory Services, LLC holds 1,561 shares of XLI stock, worth $216,900. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,561
Holding current value
$216,900
% of portfolio
0.01%

Shares

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

Oct 10, 2024
BUY
$120.56 - $135.44 $188,194 - $211,421
1,561 New
1,561 $211,000
Q4 2023

Feb 13, 2024
BUY
$96.44 - $114.13 $262,895 - $311,118
2,726 New
2,726 $310,000
Q1 2023

Apr 27, 2023
SELL
$96.51 - $103.67 $113,399 - $121,812
-1,175 Reduced 28.1%
3,006 $304,000
Q4 2022

Jan 27, 2023
BUY
$84.74 - $102.33 $129,397 - $156,257
1,527 Added 57.54%
4,181 $410,000
Q3 2022

Oct 24, 2022
BUY
$82.84 - $100.53 $219,857 - $266,806
2,654 New
2,654 $220,000

Others Institutions Holding XLI

# of Institutions
1,434
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
Track This Portfolio

Track Annex Advisory Services, LLC Portfolio

Follow Annex Advisory Services, 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 Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email