First Foundation Advisors Industrial Sector Spdr Transaction History

First Foundation Advisors

$2.56 Billion
Q2 2024

A detailed history of First Foundation Advisors transactions in Industrial Sector Spdr stock. As of the latest transaction made, First Foundation Advisors holds 4,548 shares of XLI stock, worth $600,927. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,548

Previous 4,548 -0.0%

Holding current value

$600,927

Previous $572,000 3.15%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,397

Shares Held

143M

Call Options Held

20.8M

Put Options Held

27.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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First Foundation Advisors Industrial Sector Spdr Transaction History