A detailed history of Bellwether Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Bellwether Advisors, LLC holds 95,133 shares of XLI stock, worth $11.6 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
95,133
Previous 94,219 0.97%
Holding current value
$11.6 Million
Previous $10.7 Million 11.56%
% of portfolio
2.73%
Previous 2.73%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$110.23 - $125.96 $100,750 - $115,127
914 Added 0.97%
95,133 $12 Million
Q4 2023

Jan 12, 2024

SELL
$96.44 - $114.13 $4.38 Million - $5.18 Million
-45,413 Reduced 32.52%
94,219 $10.7 Million
Q3 2023

Oct 27, 2023

BUY
$100.74 - $110.75 $14.1 Million - $15.5 Million
139,632 New
139,632 $14.2 Million
Q1 2023

May 05, 2023

SELL
$96.51 - $103.67 $7.82 Million - $8.4 Million
-80,986 Reduced 33.86%
158,203 $16 Million
Q4 2022

Feb 13, 2023

BUY
$93.83 - $102.33 $22.4 Million - $24.5 Million
239,189 New
239,189 $23.5 Million
Q2 2022

Aug 05, 2022

SELL
N/A
-1,934 Closed
0 $0
Q3 2021

Nov 12, 2021

SELL
N/A
-54,984 Reduced 96.6%
1,934 $189,000
Q2 2021

Aug 10, 2021

SELL
N/A
-4,004 Reduced 6.57%
56,918 $5.83 Million
Q1 2021

May 06, 2021

BUY
N/A
32,297 Added 112.83%
60,922 $6 Million
Q4 2020

Jan 29, 2021

BUY
N/A
28,625 New
28,625 $2.53 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Bellwether Advisors, LLC Portfolio

Follow Bellwether Advisors, 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 Bellwether Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bellwether Advisors, LLC with notifications on news.