Financial Advocates Investment Management Industrial Sector Spdr Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Industrial Sector Spdr stock. As of the latest transaction made, Financial Advocates Investment Management holds 15,757 shares of XLI stock, worth $2.24 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

15,757

Previous 22,302 29.35%

Holding current value

$2.24 Million

Previous $2.72 Million 21.46%

% of portfolio

0.12%

Previous 0.17%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$120.56 - $135.44 $789,065 - $886,454	-6,545 Reduced 29.35%	15,757 $2.13 Million
Q2 2024 Jul 26, 2024	BUY	$120.47 - $125.94 $219,014 - $228,958	1,818 Added 8.88%	22,302 $2.72 Million
Q1 2024 May 01, 2024	SELL	$110.23 - $125.96 $1.01 Million - $1.15 Million	-9,164 Reduced 30.91%	20,484 $2.58 Million
Q4 2023 Feb 08, 2024	BUY	$96.44 - $114.13 $1.15 Million - $1.36 Million	11,916 Added 67.2%	29,648 $3.38 Million
Q3 2023 Oct 27, 2023	SELL	$100.74 - $110.75 $1.28 Million - $1.41 Million	-12,709 Reduced 41.75%	17,732 $1.8 Million
Q2 2023 Aug 07, 2023	SELL	$96.85 - $107.32 $7,844 - $8,692	-81 Reduced 0.27%	30,441 $3.27 Million
Q1 2023 May 11, 2023	SELL	$96.51 - $103.67 $319,062 - $342,733	-3,306 Reduced 9.77%	30,522 $3.09 Million
Q4 2022 Feb 14, 2023	BUY	$84.74 - $102.33 $630,041 - $760,823	7,435 Added 28.17%	33,828 $3.32 Million
Q3 2022 Nov 14, 2022	SELL	$82.84 - $100.53 $108,189 - $131,292	-1,306 Reduced 4.71%	26,393 $2.19 Million
Q2 2022 Aug 12, 2022	SELL	$85.56 - $102.18 $304,935 - $364,169	-3,564 Reduced 11.4%	27,699 $2.42 Million
Q1 2022 May 11, 2022	BUY	$95.6 - $107.05 $697,784 - $781,357	7,299 Added 30.46%	31,263 $3.22 Million
Q4 2021 Feb 14, 2022	SELL	$98.64 - $107.12 $910,348 - $988,610	-9,229 Reduced 27.8%	23,964 $2.41 Million
Q3 2021 Nov 04, 2021	BUY	$97.84 - $105.53 $2.01 Million - $2.17 Million	20,532 Added 162.17%	33,193 $3.25 Million
Q2 2021 Aug 03, 2021	SELL	$98.78 - $105.53 $1.6 Million - $1.7 Million	-16,156 Reduced 56.06%	12,661 $1.31 Million
Q1 2021 May 10, 2021	SELL	$84.77 - $98.77 $10.4 Million - $12.1 Million	-122,579 Reduced 80.97%	28,817 $2.84 Million
Q4 2020 Feb 12, 2021	BUY	$74.87 - $89.65 $9.93 Million - $11.9 Million	132,630 Added 706.76%	151,396 $13.1 Million
Q3 2020 Nov 04, 2020	BUY	$67.14 - $79.9 $292,596 - $348,204	4,358 Added 30.25%	18,766 $1.45 Million
Q2 2020 Aug 14, 2020	SELL	$56.34 - $76.29 $294,827 - $399,225	-5,233 Reduced 26.64%	14,408 $765,000
Q1 2020 Apr 29, 2020	BUY	$48.77 - $85.23 $680,000 - $1.19 Million	13,943 Added 244.7%	19,641 $1.16 Million
Q4 2019 Feb 13, 2020	BUY	$74.07 - $82.5 $56,219 - $62,617	759 Added 15.37%	5,698 $464,000
Q3 2019 Nov 13, 2019	BUY	$77.22 - $79.35 $20,154 - $20,710	261 Added 5.58%	4,939 $378,000
Q2 2019 Aug 08, 2019	SELL	N/A	-513 Reduced 9.88%	4,678 $362,000
Q1 2019 May 16, 2019	SELL	N/A	-13,298 Reduced 71.92%	5,191 $389,000
Q4 2018 Feb 14, 2019	SELL	N/A	-13,928 Reduced 42.97%	18,489 $0
Q3 2018 Nov 14, 2018	BUY	N/A	2,681 Added 9.02%	32,417 $0
Q2 2018 Aug 09, 2018	BUY	N/A	3,275 Added 12.38%	29,736 $2.13 Million
Q1 2018 May 11, 2018	BUY	N/A	1,979 Added 8.08%	26,461 $1.97 Million
Q4 2017 Feb 15, 2018	BUY	N/A	24,482	24,482 $1.85 Million

Others Institutions Holding XLI

# of Institutions

1,425

Shares Held

142M

Call Options Held

20.8M

Put Options Held

27.3M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
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Financial Advocates Investment Management Industrial Sector Spdr Transaction History