Calton & Associates, Inc. Industrial Sector Spdr Transaction History

Calton & Associates, Inc.

$412 Million
Q1 2025

A detailed history of Calton & Associates, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Calton & Associates, Inc. holds 6,902 shares of XLI stock, worth $1.02 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

6,902

Previous 8,811 21.67%

Holding current value

$1.02 Million

Previous $1.15 Million 21.66%

% of portfolio

0.22%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$128.78 - $141.67 $245,841 - $270,448	-1,909 Reduced 21.67%	6,902 $904,000
Q1 2025 May 05, 2025	BUY	$128.78 - $141.67 $355,046 - $390,584	2,757 Added 45.54%	8,811 $1.15 Million
Q4 2024 Jan 23, 2025	BUY	$131.76 - $143.99 $797,675 - $871,715	6,054 New	6,054 $797,000
Q2 2020 Aug 10, 2020	SELL	$56.34 - $76.29 $378,266 - $512,211	-6,714 Closed	0 $0
Q1 2020 Apr 30, 2020	SELL	$48.77 - $85.23 $70,814 - $123,753	-1,452 Reduced 17.78%	6,714 $396,000
Q4 2019 Feb 03, 2020	BUY	$74.07 - $82.5 $155,547 - $173,250	2,100 Added 34.62%	8,166 $665,000
Q3 2019 Nov 07, 2019	BUY	$77.22 - $79.35 $468,416 - $481,337	6,066 New	6,066 $471,000
Q1 2018 Apr 17, 2018	SELL	N/A	-10 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	N/A	10	10 $0

Others Institutions Holding XLI

# of Institutions

1,563

Shares Held

137M

Call Options Held

20.2M

Put Options Held

54.2M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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Calton & Associates, Inc. Industrial Sector Spdr Transaction History