Founders Financial Alliance, LLC Industrial Sector Spdr Transaction History

Founders Financial Alliance, LLC

$399 Million
Q1 2025

A detailed history of Founders Financial Alliance, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 9,769 shares of XLI stock, worth $1.4 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

9,769

Previous 4,049 141.27%

Holding current value

$1.4 Million

Previous $533,000 140.15%

% of portfolio

0.32%

Previous 0.15%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$128.78 - $141.67 $736,621 - $810,352	5,720 Added 141.27%	9,769 $1.28 Million
Q4 2024 Feb 07, 2025	SELL	$131.76 - $143.99 $131 - $143	-1 Reduced 0.02%	4,049 $533,000
Q3 2024 Nov 01, 2024	BUY	$120.56 - $135.44 $20,012 - $22,483	166 Added 4.27%	4,050 $548,000
Q2 2024 Aug 23, 2024	SELL	$120.47 - $125.94 $5,421 - $5,667	-45 Reduced 1.15%	3,884 $473,000
Q1 2024 May 14, 2024	BUY	$110.23 - $125.96 $27,116 - $30,986	246 Added 6.68%	3,929 $494,000
Q4 2023 Feb 09, 2024	SELL	$96.44 - $114.13 $964 - $1,141	-10 Reduced 0.27%	3,683 $419,000
Q3 2023 Nov 13, 2023	SELL	$100.74 - $110.75 $10,074 - $11,075	-100 Reduced 2.64%	3,693 $374,000
Q2 2023 Aug 11, 2023	BUY	$96.85 - $107.32 $67,020 - $74,265	692 Added 22.32%	3,793 $407,000
Q1 2023 May 15, 2023	SELL	$96.51 - $103.67 $15,441 - $16,587	-160 Reduced 4.91%	3,101 $313,000
Q4 2022 Feb 15, 2023	BUY	$84.74 - $102.33 $1,271 - $1,534	15 Added 0.46%	3,261 $320,000
Q3 2022 Nov 14, 2022	SELL	$82.84 - $100.53 $70,082 - $85,048	-846 Reduced 20.67%	3,246 $269,000
Q2 2022 Aug 15, 2022	BUY	$85.56 - $102.18 $29,518 - $35,252	345 Added 9.21%	4,092 $357,000
Q1 2022 May 12, 2022	SELL	$95.6 - $107.05 $143,304 - $160,467	-1,499 Reduced 28.57%	3,747 $386,000
Q4 2021 Feb 14, 2022	SELL	$98.64 - $107.12 $22,194 - $24,102	-225 Reduced 4.11%	5,246 $555,000
Q3 2021 Nov 15, 2021	SELL	$97.84 - $105.53 $17,219 - $18,573	-176 Reduced 3.12%	5,471 $535,000
Q2 2021 Aug 02, 2021	BUY	$98.78 - $105.53 $21,435 - $22,900	217 Added 4.0%	5,647 $578,000
Q1 2021 May 14, 2021	BUY	$84.77 - $98.77 $134,953 - $157,241	1,592 Added 41.48%	5,430 $550,000
Q4 2020 Feb 04, 2021	BUY	$74.87 - $89.65 $69,554 - $83,284	929 Added 31.94%	3,838 $338,000
Q3 2020 Nov 13, 2020	BUY	$67.14 - $79.9 $195,310 - $232,429	2,909 New	2,909 $223,000

Others Institutions Holding XLI

# of Institutions

1,561

Shares Held

137M

Call Options Held

20.2M

Put Options Held

54.2M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Account

Founders Financial Alliance, LLC Industrial Sector Spdr Transaction History