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 $563,918. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,220

Previous 11,945 64.67%

Holding current value

$563,918

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

1,547

Shares Held

142M

Call Options Held

23.1M

Put Options Held

38.6M

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 Essex Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Essex Financial Services, Inc. with notifications on news.

Account

Essex Financial Services, Inc. Industrial Sector Spdr Transaction History