Financial Advisory Service, Inc. Industrial Sector Spdr Transaction History

Financial Advisory Service, Inc.

$1.18 Billion
Q3 2024

A detailed history of Financial Advisory Service, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 3,933 shares of XLI stock, worth $563,126. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,933

Previous 3,633 8.26%

Holding current value

$563,126

Previous $442,000 20.36%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$120.56 - $135.44 $36,168 - $40,632	300 Added 8.26%	3,933 $532,000
Q1 2024 Apr 29, 2024	BUY	$110.23 - $125.96 $9,369 - $10,706	85 Added 2.4%	3,633 $457,000
Q4 2023 Jan 23, 2024	BUY	$96.44 - $114.13 $4,629 - $5,478	48 Added 1.37%	3,548 $404,000
Q3 2023 Oct 23, 2023	BUY	$100.74 - $110.75 $235,227 - $258,601	2,335 Added 200.43%	3,500 $354,000
Q2 2023 Aug 08, 2023	BUY	$96.85 - $107.32 $66,826 - $74,050	690 Added 145.26%	1,165 $125,000
Q3 2022 Oct 20, 2022	BUY	$82.84 - $100.53 $39,349 - $47,751	475 New	475 $39,000
Q1 2021 May 17, 2021	SELL	$84.77 - $98.77 $8,477 - $9,877	-100 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$48.77 - $85.23 $4,877 - $8,523	100 New	100 $6,000

Others Institutions Holding XLI

# of Institutions

1,437

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

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 Financial Advisory Service, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisory Service, Inc. with notifications on news.

Account

Financial Advisory Service, Inc. Industrial Sector Spdr Transaction History