Essex Financial Services, Inc. Industrial Sector Spdr Transaction History

Essex Financial Services, Inc.

$1.36 Billion
Q4 2024

A detailed history of Essex Financial Services, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Essex Financial Services, Inc. holds 4,220 shares of XLI stock, worth $581,262. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,220

Previous 11,945 64.67%

Holding current value

$581,262

Previous $1.62 Million 65.62%

% of portfolio

0.04%

Previous 0.08%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$131.76 - $143.99 $1.02 Million - $1.11 Million	-7,725 Reduced 64.67%	4,220 $556,000
Q3 2024 Oct 24, 2024	BUY	$120.56 - $135.44 $813,177 - $913,542	6,745 Added 129.71%	11,945 $1.62 Million
Q2 2024 Aug 09, 2024	SELL	$120.47 - $125.94 $7,228 - $7,556	-60 Reduced 1.14%	5,200 $633,000
Q2 2024 Jul 31, 2024	BUY	$120.47 - $125.94 $106,013 - $110,827	880 Added 20.09%	5,260 $641,000
Q1 2024 Apr 23, 2024	BUY	$110.23 - $125.96 $156,857 - $179,241	1,423 Added 48.12%	4,380 $551,000
Q4 2023 Feb 05, 2024	SELL	$96.44 - $114.13 $96 - $114	-1 Reduced 0.03%	2,957 $337,000
Q2 2023 Aug 08, 2023	SELL	$96.85 - $107.32 $13,074 - $14,488	-135 Reduced 4.36%	2,958 $317,000
Q4 2022 Feb 10, 2023	BUY	$84.74 - $102.33 $12,033 - $14,530	142 Added 4.81%	3,093 $303,000
Q2 2022 Aug 01, 2022	SELL	$85.56 - $102.18 $6,673 - $7,970	-78 Reduced 2.58%	2,951 $258,000
Q1 2022 Apr 21, 2022	BUY	$95.6 - $107.05 $73,612 - $82,428	770 Added 34.09%	3,029 $312,000
Q3 2021 Nov 10, 2021	BUY	$97.84 - $105.53 $97 - $105	1 Added 0.04%	2,259 $221,000
Q2 2021 Jul 30, 2021	BUY	$98.78 - $105.53 $223,045 - $238,286	2,258 New	2,258 $231,000

Others Institutions Holding XLI

# of Institutions

1,483

Shares Held

136M

Call Options Held

22.6M

Put Options Held

32.2M

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About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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Essex Financial Services, Inc. Industrial Sector Spdr Transaction History