A detailed history of Capital Analysts, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Capital Analysts, LLC holds 158 shares of XLI stock, worth $22,750. This represents 0.0% of its overall portfolio holdings.

Number of Shares
158
Previous 125 26.4%
Holding current value
$22,750
Previous $15,000 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$120.56 - $135.44 $3,978 - $4,469
33 Added 26.4%
158 $21,000
Q2 2024

Aug 14, 2024

BUY
$120.47 - $125.94 $15,058 - $15,742
125 New
125 $15,000
Q4 2023

Jan 30, 2024

SELL
$96.44 - $114.13 $11,765 - $13,923
-122 Reduced 82.99%
25 $3,000
Q3 2023

Nov 13, 2023

BUY
$100.74 - $110.75 $7,253 - $7,974
72 Added 96.0%
147 $15,000
Q2 2023

Aug 11, 2023

BUY
$96.85 - $107.32 $4,842 - $5,366
50 Added 200.0%
75 $8,000
Q4 2022

Feb 08, 2023

BUY
$84.74 - $102.33 $2,118 - $2,558
25 New
25 $2,000
Q2 2022

Aug 12, 2022

SELL
$85.56 - $102.18 $20,705 - $24,727
-242 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$95.6 - $107.05 $95 - $107
1 Added 0.41%
242 $25,000
Q4 2021

Feb 10, 2022

BUY
$98.64 - $107.12 $98 - $107
1 Added 0.42%
241 $26,000
Q3 2021

Nov 04, 2021

BUY
$97.84 - $105.53 $97 - $105
1 Added 0.42%
240 $24,000
Q1 2021

May 17, 2021

BUY
$84.77 - $98.77 $20,260 - $23,606
239 New
239 $24,000
Q2 2020

Aug 07, 2020

SELL
$56.34 - $76.29 $1,295 - $1,754
-23 Closed
0 $0
Q3 2019

Nov 12, 2019

SELL
$77.22 - $79.35 $8,030 - $8,252
-104 Reduced 81.89%
23 $1,000
Q2 2019

Aug 13, 2019

SELL
N/A
-26 Reduced 16.99%
127 $10,000
Q2 2018

Aug 03, 2018

SELL
N/A
-19 Reduced 11.05%
153 $0
Q1 2018

May 14, 2018

BUY
N/A
149 Added 647.83%
172 $13,000
Q4 2017

Feb 14, 2018

SELL
N/A
-3,693 Reduced 99.38%
23 $2,000
Q4 2017

Feb 12, 2018

BUY
N/A
3,693 Added 16056.52%
3,716 $171,000
Q3 2017

Nov 06, 2017

BUY
N/A
23
23 $2,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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