A detailed history of Fingerlakes Wealth Management, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 2,608 shares of XLI stock, worth $349,106. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,608
Previous 2,600 0.31%
Holding current value
$349,106
Previous $316,000 11.71%
% of portfolio
0.29%
Previous 0.28%

Shares

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

Oct 31, 2024

BUY
$120.56 - $135.44 $964 - $1,083
8 Added 0.31%
2,608 $353,000
Q2 2024

Aug 07, 2024

BUY
$120.47 - $125.94 $1,084 - $1,133
9 Added 0.35%
2,600 $316,000
Q1 2024

Apr 24, 2024

BUY
$110.23 - $125.96 $771 - $881
7 Added 0.27%
2,591 $326,000
Q4 2023

Jan 26, 2024

BUY
$96.44 - $114.13 $675 - $798
7 Added 0.27%
2,584 $294,000
Q3 2023

Nov 07, 2023

SELL
$100.74 - $110.75 $2,719 - $2,990
-27 Reduced 1.04%
2,577 $261,000
Q2 2023

Aug 10, 2023

SELL
$96.85 - $107.32 $24,115 - $26,722
-249 Reduced 8.73%
2,604 $279,000
Q1 2023

May 02, 2023

BUY
$96.51 - $103.67 $1,061 - $1,140
11 Added 0.39%
2,853 $288,000
Q4 2022

Feb 10, 2023

BUY
$84.74 - $102.33 $1,101 - $1,330
13 Added 0.46%
2,842 $279,000
Q3 2022

Oct 28, 2022

BUY
$82.84 - $100.53 $662 - $804
8 Added 0.28%
2,829 $234,000
Q2 2022

Aug 05, 2022

BUY
$85.56 - $102.18 $941 - $1,123
11 Added 0.39%
2,821 $246,000
Q1 2022

May 06, 2022

SELL
$95.6 - $107.05 $4,588 - $5,138
-48 Reduced 1.68%
2,810 $289,000
Q4 2021

Feb 17, 2022

BUY
$98.64 - $107.12 $281,913 - $306,148
2,858 New
2,858 $298,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Fingerlakes Wealth Management, Inc. Portfolio

Follow Fingerlakes Wealth Management, 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 Fingerlakes Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fingerlakes Wealth Management, Inc. with notifications on news.