Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 10, 2023

BUY
$84.74 - $102.33 $202,020 - $243,954
2,384 New
2,384 $234,000
Q2 2022

Aug 04, 2022

SELL
$85.56 - $102.18 $248,295 - $296,526
-2,902 Closed
0 $0
Q1 2022

May 05, 2022

SELL
$95.6 - $107.05 $179,250 - $200,718
-1,875 Reduced 39.25%
2,902 $299,000
Q4 2021

Feb 14, 2022

BUY
$98.64 - $107.12 $123,891 - $134,542
1,256 Added 35.67%
4,777 $505,000
Q3 2021

Nov 04, 2021

BUY
$97.84 - $105.53 $92,948 - $100,253
950 Added 36.95%
3,521 $344,000
Q2 2021

Aug 16, 2021

SELL
$98.78 - $105.53 $59,268 - $63,318
-600 Reduced 18.92%
2,571 $263,000
Q1 2021

May 04, 2021

BUY
$84.77 - $98.77 $268,805 - $313,199
3,171 New
3,171 $312,000
Q2 2018

Aug 07, 2018

SELL
N/A
-9,748 Closed
0 $0
Q1 2018

Apr 27, 2018

SELL
N/A
-1,030 Reduced 9.56%
9,748 $724,000
Q4 2017

Feb 02, 2018

BUY
N/A
439 Added 4.25%
10,778 $816,000
Q3 2017

Nov 08, 2017

BUY
N/A
10,339
10,339 $734,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Berkeley Capital Partners, LLC Portfolio

Follow Berkeley Capital Partners, 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 Berkeley Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Berkeley Capital Partners, LLC with notifications on news.