Evanson Asset Management, LLC Industrial Sector Spdr Transaction History

Evanson Asset Management, LLC

  • $1.35 Billion
  • Q3 2024

A detailed history of Evanson Asset Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Evanson Asset Management, LLC holds 8,085 shares of XLI stock, worth $1.08 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,085
Previous 8,070 0.19%
Holding current value
$1.08 Million
Previous $983,000 11.39%
% of portfolio
0.08%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$120.56 - $135.44 $1,808 - $2,031
15 Added 0.19%
8,085 $1.1 Million
Q2 2024

Jul 12, 2024
BUY
$120.47 - $125.94 $2,047 - $2,140
17 Added 0.21%
8,070 $983,000
Q4 2023

Jan 18, 2024
SELL
$96.44 - $114.13 $7,233 - $8,559
-75 Reduced 0.92%
8,053 $917,000
Q3 2022

Oct 12, 2022
BUY
$82.84 - $100.53 $6,213 - $7,539
75 Added 0.93%
8,128 $673,000
Q4 2020

Jan 22, 2021
SELL
$74.87 - $89.65 $4,866 - $5,827
-65 Reduced 0.8%
8,053 $713,000
Q4 2019

Jan 13, 2020
BUY
$74.07 - $82.5 $4,814 - $5,362
65 Added 0.81%
8,118 $661,000
Q3 2017

Nov 14, 2017
BUY
N/A
8,053
8,053 $572,000

Others Institutions Holding XLI

# of Institutions
1,418
Shares Held
144M
Call Options Held
20.8M
Put Options Held
27.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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