A detailed history of Evolution Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 1,481 shares of XLI stock, worth $198,246. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,481
Holding current value
$198,246
% of portfolio
0.04%

Shares

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

Nov 06, 2024

BUY
$120.56 - $135.44 $178,549 - $200,586
1,481 New
1,481 $200,000
Q2 2022

Aug 02, 2022

BUY
$85.56 - $102.18 $4,278 - $5,109
50 Added 0.69%
7,308 $638,000
Q1 2022

Apr 29, 2022

SELL
$95.6 - $107.05 $8.36 Million - $9.36 Million
-87,439 Reduced 92.34%
7,258 $748,000
Q4 2021

Jan 28, 2022

BUY
$98.64 - $107.12 $228,844 - $248,518
2,320 Added 2.51%
94,697 $0
Q3 2021

Nov 09, 2021

BUY
$97.84 - $105.53 $2.97 Million - $3.21 Million
30,395 Added 49.04%
92,377 $9.04 Million
Q2 2021

Jul 22, 2021

SELL
$98.78 - $105.53 $98,582 - $105,318
-998 Reduced 1.58%
61,982 $6.35 Million
Q1 2021

Apr 20, 2021

BUY
$84.77 - $98.77 $319,159 - $371,869
3,765 Added 6.36%
62,980 $6.2 Million
Q4 2020

Feb 02, 2021

BUY
$74.87 - $89.65 $4.43 Million - $5.31 Million
59,215 New
59,215 $5.24 Million
Q2 2020

Jul 27, 2020

SELL
$56.34 - $76.29 $133,075 - $180,196
-2,362 Closed
0 $0
Q1 2020

Apr 22, 2020

BUY
$48.77 - $85.23 $115,194 - $201,313
2,362 New
2,362 $139,000
Q1 2019

May 09, 2019

SELL
N/A
-1,983 Closed
0 $0
Q4 2018

Jan 29, 2019

BUY
N/A
1,983 New
1,983 $128,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Evolution Wealth Advisors, LLC Portfolio

Follow Evolution Wealth Advisors, LLC 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 Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.