A detailed history of Family Firm, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Family Firm, Inc. holds 2,030 shares of XLI stock, worth $273,704. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,030
Previous 2,023 0.35%
Holding current value
$273,704
Previous $254,000 2.76%
% of portfolio
0.03%
Previous 0.06%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$120.47 - $125.94 $843 - $881
7 Added 0.35%
2,030 $247,000
Q1 2024

May 01, 2024

BUY
$110.23 - $125.96 $661 - $755
6 Added 0.3%
2,023 $254,000
Q4 2023

Feb 05, 2024

BUY
$96.44 - $114.13 $964 - $1,141
10 Added 0.5%
2,017 $229,000
Q3 2023

Oct 19, 2023

SELL
$100.74 - $110.75 $27,300 - $30,013
-271 Reduced 11.9%
2,007 $203,000
Q2 2023

Aug 08, 2023

BUY
$96.85 - $107.32 $871 - $965
9 Added 0.4%
2,278 $244,000
Q1 2023

May 01, 2023

BUY
$96.51 - $103.67 $868 - $933
9 Added 0.4%
2,269 $229,000
Q4 2022

Feb 07, 2023

SELL
$84.74 - $102.33 $84,740 - $102,330
-1,000 Reduced 30.67%
2,260 $221,000
Q3 2022

Nov 15, 2022

SELL
$82.84 - $100.53 $10,520 - $12,767
-127 Reduced 3.75%
3,260 $270,000
Q2 2022

Dec 01, 2022

BUY
$85.56 - $102.18 $22,502 - $26,873
263 Added 8.07%
3,523 $308,000
Q1 2022

Nov 30, 2022

BUY
$95.6 - $107.05 $13,192 - $14,772
138 Added 4.23%
3,398 $350,000
Q4 2021

Feb 02, 2022

BUY
$98.64 - $107.12 $1,183 - $1,285
12 Added 0.36%
3,387 $358,000
Q3 2021

Oct 22, 2021

SELL
$97.84 - $105.53 $31,113 - $33,558
-318 Reduced 8.61%
3,375 $352,000
Q2 2021

Jul 21, 2021

BUY
$98.78 - $105.53 $1,086 - $1,160
11 Added 0.3%
3,693 $378,000
Q1 2021

May 06, 2021

BUY
$84.77 - $98.77 $932 - $1,086
11 Added 0.3%
3,682 $362,000
Q4 2020

Jan 20, 2021

SELL
$74.87 - $89.65 $18,268 - $21,874
-244 Reduced 6.23%
3,671 $326,000
Q3 2020

Nov 04, 2020

BUY
$67.14 - $79.9 $5,975 - $7,111
89 Added 2.33%
3,915 $301,000
Q2 2020

Aug 10, 2020

BUY
$56.34 - $76.29 $1,014 - $1,373
18 Added 0.47%
3,826 $263,000
Q1 2020

Apr 29, 2020

BUY
$48.77 - $85.23 $1,219 - $2,130
25 Added 0.66%
3,808 $225,000
Q4 2019

Feb 04, 2020

SELL
$74.07 - $82.5 $17,554 - $19,552
-237 Reduced 5.9%
3,783 $308,000
Q3 2019

Nov 12, 2019

SELL
$77.22 - $79.35 $27,490 - $28,248
-356 Reduced 8.14%
4,020 $312,000
Q2 2019

Aug 06, 2019

SELL
N/A
-230 Reduced 4.99%
4,376 $339,000
Q1 2019

May 06, 2019

BUY
N/A
26 Added 0.57%
4,606 $346,000
Q4 2018

Feb 05, 2019

SELL
N/A
-204 Reduced 4.26%
4,580 $295,000
Q3 2018

Oct 31, 2018

SELL
N/A
-908 Reduced 15.95%
4,784 $375,000
Q2 2018

Aug 03, 2018

BUY
N/A
945 Added 19.91%
5,692 $408,000
Q1 2018

Apr 26, 2018

BUY
N/A
19 Added 0.4%
4,747 $353,000
Q4 2017

Feb 07, 2018

BUY
N/A
1,756 Added 59.08%
4,728 $358,000
Q3 2017

Nov 07, 2017

BUY
N/A
13 Added 0.44%
2,972 $211,000
Q2 2017

Aug 08, 2017

BUY
N/A
2,959
2,959 $202,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Family Firm, Inc. Portfolio

Follow Family Firm, 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 Family Firm, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Family Firm, Inc. with notifications on news.