Financial & Tax Architects, LLC Industrial Sector Spdr Transaction History

Financial & Tax Architects, LLC

$393 Billion
Q4 2024

A detailed history of Financial & Tax Architects, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 5,380 shares of XLI stock, worth $740,019. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,380

Previous 4,973 8.18%

Holding current value

$740,019

Previous $674 Million 5.24%

% of portfolio

0.18%

Previous 0.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$131.76 - $143.99 $53,626 - $58,603	407 Added 8.18%	5,380 $709 Million
Q3 2024 Nov 13, 2024	SELL	$120.56 - $135.44 $45,812 - $51,467	-380 Reduced 7.1%	4,973 $674 Million
Q2 2024 Aug 09, 2024	SELL	$120.47 - $125.94 $24,937 - $26,069	-207 Reduced 3.72%	5,353 $652 Million
Q1 2024 May 08, 2024	SELL	$110.23 - $125.96 $56,547 - $64,617	-513 Reduced 8.45%	5,560 $700 Million
Q4 2023 Jan 25, 2024	SELL	$96.44 - $114.13 $140,320 - $166,059	-1,455 Reduced 19.33%	6,073 $692 Million
Q3 2023 Oct 19, 2023	SELL	$100.74 - $110.75 $46,239 - $50,834	-459 Reduced 5.75%	7,528 $763 Million
Q2 2023 Jul 25, 2023	SELL	$96.85 - $107.32 $138,786 - $153,789	-1,433 Reduced 15.21%	7,987 $857 Million
Q1 2023 Apr 26, 2023	SELL	$96.51 - $103.67 $341,838 - $367,199	-3,542 Reduced 27.33%	9,420 $953 Million
Q4 2022 Feb 09, 2023	BUY	$84.74 - $102.33 $1.1 Million - $1.33 Million	12,962 New	12,962 $1.28 Billion
Q4 2021 Aug 25, 2023	BUY	$98.64 - $107.12 $216,712 - $235,342	2,197 Added 23.58%	11,514 $1.22 Billion
Q3 2021 Aug 25, 2023	BUY	$97.84 - $105.53 $236,283 - $254,854	2,415 Added 34.99%	9,317 $912 Million
Q2 2021 Aug 25, 2023	BUY	$98.78 - $105.53 $117,745 - $125,791	1,192 Added 20.88%	6,902 $707 Million
Q1 2021 Aug 25, 2023	SELL	$84.77 - $98.77 $193,021 - $224,899	-2,277 Reduced 28.51%	5,710 $562 Million

Others Institutions Holding XLI

# of Institutions

1,534

Shares Held

142M

Call Options Held

23.3M

Put Options Held

39.4M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
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Financial & Tax Architects, LLC Industrial Sector Spdr Transaction History