Founders Financial Alliance, LLC Industrial Sector Spdr Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

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 4,049 shares of XLI stock, worth $557,709. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,049

Previous 4,050 0.02%

Holding current value

$557,709

Previous $548,000 2.74%

% of portfolio

0.15%

Previous 0.16%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,483

Shares Held

136M

Call Options Held

22.6M

Put Options Held

32.2M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
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Founders Financial Alliance, LLC Industrial Sector Spdr Transaction History