A detailed history of Fin Trust Capital Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 1,607 shares of XLI stock, worth $229,238. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,607
Previous 1,607 -0.0%
Holding current value
$229,238
Previous $195,000 11.28%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$120.47 - $125.94 $5,662 - $5,919
47 Added 3.01%
1,607 $195,000
Q1 2024

May 02, 2024

BUY
$110.23 - $125.96 $51,256 - $58,571
465 Added 42.47%
1,560 $196,000
Q3 2023

Oct 24, 2023

BUY
$100.74 - $110.75 $18,334 - $20,156
182 Added 19.93%
1,095 $111,000
Q4 2022

Feb 14, 2023

SELL
$84.74 - $102.33 $7,118 - $8,595
-84 Reduced 8.43%
913 $89,000
Q3 2022

Oct 20, 2022

BUY
$82.84 - $100.53 $6,958 - $8,444
84 Added 9.2%
997 $88,000
Q4 2021

Feb 14, 2022

SELL
$98.64 - $107.12 $5,227 - $5,677
-53 Reduced 5.49%
913 $97,000
Q2 2021

Aug 16, 2021

BUY
$98.78 - $105.53 $5,235 - $5,593
53 Added 5.81%
966 $99,000
Q2 2020

Sep 11, 2020

BUY
$56.34 - $76.29 $51,438 - $69,652
913 New
913 $63,000
Q2 2020

Aug 14, 2020

SELL
$56.34 - $76.29 $51,438 - $69,652
-913 Closed
0 $0
Q1 2020

May 15, 2020

BUY
$48.77 - $85.23 $44,527 - $77,814
913 New
913 $54,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Fin Trust Capital Advisors, LLC Portfolio

Follow Fin Trust Capital Advisors, LLC 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 Fin Trust Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fin Trust Capital Advisors, LLC with notifications on news.