A detailed history of First Foundation Advisors transactions in Industrial Sector Spdr stock. As of the latest transaction made, First Foundation Advisors holds 4,948 shares of XLI stock, worth $708,454. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,948
Previous 4,548 8.8%
Holding current value
$708,454
Previous $554,000 20.94%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 13, 2024

BUY
$120.56 - $135.44 $48,224 - $54,176
400 Added 8.8%
4,948 $670,000
Q1 2024

May 09, 2024

BUY
$110.23 - $125.96 $18,959 - $21,665
172 Added 3.93%
4,548 $572,000
Q3 2023

Nov 15, 2023

SELL
$100.74 - $110.75 $30,322 - $33,335
-301 Reduced 6.44%
4,376 $443,000
Q2 2023

Aug 14, 2023

BUY
$96.85 - $107.32 $452,967 - $501,935
4,677 New
4,677 $501,000
Q3 2021

Nov 15, 2021

SELL
$97.84 - $105.53 $204,583 - $220,663
-2,091 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$98.78 - $105.53 $206,548 - $220,663
2,091 New
2,091 $214,000
Q3 2019

Nov 12, 2019

SELL
$77.22 - $79.35 $205,327 - $210,991
-2,659 Closed
0 $0
Q2 2019

Aug 14, 2019

BUY
N/A
2,659 New
2,659 $206,000
Q2 2018

Aug 14, 2018

SELL
N/A
-5,593 Closed
0 $0
Q1 2018

May 15, 2018

SELL
N/A
-1,286 Reduced 18.69%
5,593 $416,000
Q4 2017

Feb 14, 2018

BUY
N/A
228 Added 3.43%
6,879 $521,000
Q3 2017

Nov 14, 2017

BUY
N/A
500 Added 8.13%
6,651 $472,000
Q2 2017

Aug 14, 2017

BUY
N/A
6,151
6,151 $419,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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