Crewe Advisors LLC Industrial Sector Spdr Transaction History

Crewe Advisors LLC

$709 Million
Q4 2024

A detailed history of Crewe Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Crewe Advisors LLC holds 1,898 shares of XLI stock, worth $261,430. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,898

Previous 1,897 0.05%

Holding current value

$261,430

Previous $256,000 2.34%

% of portfolio

0.04%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$131.76 - $143.99 $131 - $143	1 Added 0.05%	1,898 $250,000
Q3 2024 Nov 12, 2024	BUY	$120.56 - $135.44 $204,831 - $230,112	1,699 Added 858.08%	1,897 $256,000
Q2 2024 Jul 29, 2024	BUY	$120.47 - $125.94 $7,589 - $7,934	63 Added 46.67%	198 $24,000
Q1 2024 May 13, 2024	SELL	$110.23 - $125.96 $190,367 - $217,532	-1,727 Reduced 92.75%	135 $17,000
Q4 2023 Feb 09, 2024	BUY	$96.44 - $114.13 $2,603 - $3,081	27 Added 1.47%	1,862 $212,000
Q3 2023 Nov 08, 2023	SELL	$100.74 - $110.75 $7,555 - $8,306	-75 Reduced 3.93%	1,835 $186,000
Q2 2023 Jul 28, 2023	SELL	$96.85 - $107.32 $78,642 - $87,143	-812 Reduced 29.83%	1,910 $204,000
Q1 2023 May 12, 2023	SELL	$96.51 - $103.67 $10,037 - $10,781	-104 Reduced 3.68%	2,722 $275,000
Q3 2022 Nov 14, 2022	BUY	$82.84 - $100.53 $65,526 - $79,519	791 Added 38.87%	2,826 $234,000
Q2 2022 Aug 02, 2022	BUY	$85.56 - $102.18 $163,419 - $195,163	1,910 Added 1528.0%	2,035 $178,000
Q1 2022 Apr 27, 2022	SELL	$95.6 - $107.05 $13,766 - $15,415	-144 Reduced 53.53%	125 $13,000
Q4 2021 Feb 10, 2022	BUY	$98.64 - $107.12 $26,534 - $28,815	269 New	269 $28,000
Q2 2021 Aug 11, 2021	SELL	$98.78 - $105.53 $1,185 - $1,266	-12 Closed	0 $0
Q1 2021 Apr 21, 2021	BUY	$84.77 - $98.77 $1,017 - $1,185	12 New	12 $1,000
Q3 2018 Nov 13, 2018	SELL	N/A	-121 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	N/A	121 New	121 $9,000
Q1 2018 May 07, 2018	SELL	N/A	-1,095 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	N/A	1,095	1,095 $83,000

Others Institutions Holding XLI

# of Institutions

1,483

Shares Held

136M

Call Options Held

22.6M

Put Options Held

32.2M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Account

Crewe Advisors LLC Industrial Sector Spdr Transaction History