A detailed history of Bragg Financial Advisors, Inc transactions in Industrial Sector Spdr stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 3,068 shares of XLI stock, worth $426,298. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,068
Previous 3,128 1.92%
Holding current value
$426,298
Previous $381,000 8.92%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$120.56 - $135.44 $7,233 - $8,126
-60 Reduced 1.92%
3,068 $415,000
Q2 2024

Aug 15, 2024

BUY
$120.47 - $125.94 $18,070 - $18,891
150 Added 5.04%
3,128 $381,000
Q1 2024

May 14, 2024

BUY
$110.23 - $125.96 $2,755 - $3,149
25 Added 0.85%
2,978 $375,000
Q4 2023

Feb 14, 2024

BUY
$96.44 - $114.13 $14,080 - $16,662
146 Added 5.2%
2,953 $336,000
Q3 2023

Nov 14, 2023

BUY
$100.74 - $110.75 $8,059 - $8,860
80 Added 2.93%
2,807 $284,000
Q2 2023

Aug 15, 2023

BUY
$96.85 - $107.32 $35,350 - $39,171
365 Added 15.45%
2,727 $292,000
Q1 2023

May 15, 2023

SELL
$96.51 - $103.67 $1,351 - $1,451
-14 Reduced 0.59%
2,362 $238,000
Q4 2022

Feb 14, 2023

BUY
$84.74 - $102.33 $201,342 - $243,136
2,376 New
2,376 $233,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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