Capital Planning Advisors, LLC Industrial Sector Spdr Transaction History

Capital Planning Advisors, LLC

  • $622 Million
  • Q4 2024

A detailed history of Capital Planning Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 28,545 shares of XLI stock, worth $3.95 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
28,545
Holding current value
$3.95 Million
% of portfolio
0.6%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$131.76 - $143.99 $3.76 Million - $4.11 Million
28,545 New
28,545 $3.76 Million
Q2 2022

Aug 10, 2022
SELL
$85.56 - $102.18 $218,006 - $260,354
-2,548 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$98.64 - $107.12 $251,334 - $272,941
2,548 New
2,548 $270,000
Q4 2019

Feb 03, 2020
SELL
$74.07 - $82.5 $145,103 - $161,617
-1,959 Closed
0 $0
Q3 2019

Nov 05, 2019
SELL
$77.22 - $79.35 $1.11 Million - $1.14 Million
-14,427 Reduced 88.04%
1,959 $152,000
Q2 2019

Aug 09, 2019
SELL
N/A
-28,691 Reduced 63.65%
16,386 $1.27 Million
Q1 2019

May 14, 2019
SELL
N/A
-438 Reduced 0.96%
45,077 $3.38 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-4,436 Reduced 8.88%
45,515 $2.93 Million
Q3 2018

Nov 14, 2018
BUY
N/A
13,158 Added 35.76%
49,951 $3.92 Million
Q2 2018

Aug 08, 2018
SELL
N/A
-10,232 Reduced 21.76%
36,793 $2.64 Million
Q1 2018

May 15, 2018
BUY
N/A
1,962 Added 4.35%
47,025 $3.49 Million
Q4 2017

Feb 08, 2018
BUY
N/A
6,288 Added 16.22%
45,063 $3.41 Million
Q3 2017

Nov 09, 2017
BUY
N/A
38,775
38,775 $2.75 Million

Others Institutions Holding XLI

# of Institutions
1,461
Shares Held
133M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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