A detailed history of Cypress Asset Management Inc transactions in Industrial Sector Spdr stock. As of the latest transaction made, Cypress Asset Management Inc holds 13,773 shares of XLI stock, worth $1.84 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
13,773
Previous 14,423 4.51%
Holding current value
$1.84 Million
Previous $1.64 Million 5.47%
% of portfolio
0.49%
Previous 0.5%

Shares

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

Jun 11, 2024

SELL
$110.23 - $125.96 $71,649 - $81,874
-650 Reduced 4.51%
13,773 $1.73 Million
Q4 2023

Feb 09, 2024

BUY
$96.44 - $114.13 $113,606 - $134,445
1,178 Added 8.89%
14,423 $1.64 Million
Q3 2023

Feb 09, 2024

BUY
$100.74 - $110.75 $2,216 - $2,436
22 Added 0.15%
14,445 $1.46 Million
Q2 2023

Aug 14, 2023

SELL
$96.85 - $107.32 $116,220 - $128,783
-1,200 Reduced 8.31%
13,245 $1.42 Million
Q4 2022

Feb 28, 2023

SELL
$84.74 - $102.33 $2,118 - $2,558
-25 Reduced 0.17%
14,445 $1.42 Million
Q4 2021

Jan 31, 2022

SELL
$98.64 - $107.12 $41,922 - $45,526
-425 Reduced 2.85%
14,470 $1.53 Million
Q2 2021

Aug 06, 2021

SELL
$98.78 - $105.53 $19,756 - $21,106
-200 Reduced 1.32%
14,895 $1.53 Million
Q1 2021

Apr 22, 2021

SELL
$84.77 - $98.77 $2,966 - $3,456
-35 Reduced 0.23%
15,095 $1.49 Million
Q4 2020

Feb 10, 2021

BUY
$74.87 - $89.65 $56,152 - $67,237
750 Added 5.22%
15,130 $1.34 Million
Q3 2020

Oct 26, 2020

BUY
$67.14 - $79.9 $965,473 - $1.15 Million
14,380 New
14,380 $1.11 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Cypress Asset Management Inc Portfolio

Follow Cypress Asset Management 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 Cypress Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Asset Management Inc with notifications on news.