A detailed history of Financial Insights, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Financial Insights, Inc. holds 7,126 shares of XLI stock, worth $1.02 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,126
Previous 7,151 0.35%
Holding current value
$1.02 Million
Previous $871,000 10.79%
% of portfolio
0.32%
Previous 0.24%

Shares

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

Oct 22, 2024

SELL
$120.56 - $135.44 $3,014 - $3,386
-25 Reduced 0.35%
7,126 $965,000
Q4 2023

Jan 24, 2024

SELL
$96.44 - $114.13 $19,288 - $22,826
-200 Reduced 2.72%
7,151 $815,000
Q3 2023

Dec 06, 2023

SELL
$100.74 - $110.75 $25,688 - $28,241
-255 Reduced 3.44%
7,151 $724,000
Q2 2023

Jan 24, 2024

BUY
$96.85 - $107.32 $19,370 - $21,464
200 Added 2.8%
7,351 $788,000
Q1 2023

Apr 17, 2023

SELL
$96.51 - $103.67 $33,295 - $35,766
-345 Reduced 4.45%
7,406 $749,000
Q4 2022

Feb 09, 2023

BUY
$84.74 - $102.33 $21,185 - $25,582
250 Added 3.33%
7,751 $761,000
Q1 2022

May 11, 2022

BUY
$95.6 - $107.05 $28,680 - $32,115
300 Added 4.17%
7,501 $772,000
Q4 2021

Feb 09, 2022

BUY
$98.64 - $107.12 $2,367 - $2,570
24 Added 0.33%
7,201 $762,000
Q1 2021

May 12, 2021

SELL
$84.77 - $98.77 $16,954 - $19,754
-200 Reduced 2.71%
7,177 $707,000
Q3 2020

Nov 16, 2020

BUY
$67.14 - $79.9 $443,593 - $527,899
6,607 Added 858.05%
7,377 $568,000
Q2 2020

Aug 20, 2020

SELL
$56.34 - $76.29 $397,591 - $538,378
-7,057 Reduced 90.16%
770 $503,000
Q2 2019

Aug 20, 2019

BUY
N/A
600 Added 8.3%
7,827 $582,000
Q1 2019

May 23, 2019

SELL
N/A
-500 Reduced 6.47%
7,227 $564,000
Q4 2018

Mar 08, 2019

BUY
N/A
7,727 New
7,727 $555,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Financial Insights, Inc. Portfolio

Follow Financial Insights, 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 Financial Insights, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Insights, Inc. with notifications on news.