A detailed history of Cape Investment Advisory, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 119 shares of XLI stock, worth $14,425. This represents 0.01% of its overall portfolio holdings.

Number of Shares
119
Previous 15 693.33%
Holding current value
$14,425
Previous $1.71 Million 776.55%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Jun 21, 2024

BUY
$110.23 - $125.96 $11,463 - $13,099
104 Added 693.33%
119 $15 Million
Q4 2023

Feb 12, 2024

SELL
$96.44 - $114.13 $19,191 - $22,711
-199 Reduced 92.99%
15 $1.71 Million
Q3 2023

Nov 06, 2023

SELL
$100.74 - $110.75 $20,349 - $22,371
-202 Reduced 48.56%
214 $21.7 Million
Q2 2023

Oct 12, 2023

BUY
$96.85 - $107.32 $96 - $107
1 Added 0.24%
416 $44.6 Million
Q1 2023

Oct 12, 2023

BUY
$96.51 - $103.67 $40,051 - $43,023
415 New
415 $42 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. 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 Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.