Forum Financial Management, LP Industrial Sector Spdr Transaction History

Forum Financial Management, LP

  • $4.96 Billion
  • Q4 2024

A detailed history of Forum Financial Management, LP transactions in Industrial Sector Spdr stock. As of the latest transaction made, Forum Financial Management, LP holds 1,890 shares of XLI stock, worth $260,612. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,890
Previous 1,796 5.23%
Holding current value
$260,612
Previous $243,000 2.47%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$131.76 - $143.99 $12,385 - $13,535
94 Added 5.23%
1,890 $249,000
Q3 2024

Oct 29, 2024
BUY
$120.56 - $135.44 $964 - $1,083
8 Added 0.45%
1,796 $243,000
Q2 2024

Jul 30, 2024
BUY
$120.47 - $125.94 $215,400 - $225,180
1,788 New
1,788 $217,000

Others Institutions Holding XLI

# of Institutions
1,521
Shares Held
139M
Call Options Held
25.1M
Put Options Held
35.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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