A detailed history of Avantax Planning Partners, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 1,728 shares of XLI stock, worth $245,496. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,728
Previous 1,691 2.19%
Holding current value
$245,496
Previous $212,000 0.94%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$120.47 - $125.94 $4,457 - $4,659
37 Added 2.19%
1,728 $210,000
Q1 2024

May 02, 2024

SELL
$110.23 - $125.96 $14,219 - $16,248
-129 Reduced 7.09%
1,691 $212,000
Q4 2023

Feb 09, 2024

BUY
$96.44 - $114.13 $175,520 - $207,716
1,820 New
1,820 $207,000
Q3 2021

Oct 27, 2021

SELL
$97.84 - $105.53 $202,920 - $218,869
-2,074 Closed
0 $0
Q2 2021

Aug 10, 2021

BUY
$98.78 - $105.53 $204,869 - $218,869
2,074 New
2,074 $212,000
Q4 2018

Feb 14, 2019

SELL
N/A
-1,779 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
N/A
1,779 New
1,779 $139,000
Q2 2018

Aug 13, 2018

SELL
N/A
-2,468 Closed
0 $0
Q1 2018

May 15, 2018

BUY
N/A
2,468 New
2,468 $183,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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