Fortis Group Advisors, LLC Industrial Sector Spdr Transaction History

Fortis Group Advisors, LLC

$515 Billion
Q1 2025

A detailed history of Fortis Group Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 27,386 shares of XLI stock, worth $4.16 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

27,386

Previous 50,567 45.84%

Holding current value

$4.16 Million

Previous $6.66 Billion 46.13%

% of portfolio

0.7%

Previous 1.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$128.78 - $141.67 $2.99 Million - $3.28 Million	-23,181 Reduced 45.84%	27,386 $3.59 Billion
Q4 2024 Jan 31, 2025	BUY	$131.76 - $143.99 $5.36 Million - $5.86 Million	40,697 Added 412.33%	50,567 $6.66 Billion
Q3 2024 Oct 21, 2024	BUY	$120.56 - $135.44 $25,679 - $28,848	213 Added 2.21%	9,870 $1.34 Billion
Q2 2024 Jul 30, 2024	BUY	$120.47 - $125.94 $36,261 - $37,907	301 Added 3.22%	9,657 $1.18 Billion
Q1 2024 Apr 30, 2024	BUY	$110.23 - $125.96 $1.01 Million - $1.16 Million	9,206 Added 6137.33%	9,356 $1.18 Billion
Q4 2023 Mar 04, 2024	BUY	$96.44 - $114.13 $7,233 - $8,559	75 Added 100.0%	150 $17.1 Million
Q3 2023 Dec 01, 2023	BUY	$100.74 - $110.75 $7,555 - $8,306	75 New	75 $7.62 Million
Q1 2023 May 26, 2023	SELL	$96.51 - $103.67 $7,238 - $7,775	-75 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$67.14 - $79.9 $5,035 - $5,992	75 New	75 $5,000

Others Institutions Holding XLI

# of Institutions

1,590

Shares Held

138M

Call Options Held

20.8M

Put Options Held

54.9M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Fortis Group Advisors, LLC Industrial Sector Spdr Transaction History