Hillcrest Wealth Advisors Ny, LLC Industrial Sector Spdr Transaction History

Hillcrest Wealth Advisors Ny, LLC

  • $200 Million
  • Q3 2024

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 4,500 shares of XLI stock, worth $602,370. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,500
Previous 4,500 -0.0%
Holding current value
$602,370
Previous $548,000 11.13%
% of portfolio
0.3%
Previous 0.3%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
SELL
$120.47 - $125.94 $30,117 - $31,485
-250 Reduced 5.26%
4,500 $548,000
Q4 2023

Jan 12, 2024
BUY
$96.44 - $114.13 $96,440 - $114,130
1,000 Added 26.67%
4,750 $541,000
Q3 2023

Oct 17, 2023
BUY
$100.74 - $110.75 $125,925 - $138,437
1,250 Added 50.0%
3,750 $380,000
Q2 2023

Jul 31, 2023
SELL
$96.85 - $107.32 $145,275 - $160,980
-1,500 Reduced 37.5%
2,500 $268,000
Q4 2022

Feb 08, 2023
SELL
$84.74 - $102.33 $476,662 - $575,606
-5,625 Reduced 58.44%
4,000 $392,000
Q3 2022

Nov 03, 2022
SELL
$82.84 - $100.53 $80,769 - $98,016
-975 Reduced 9.2%
9,625 $797,000
Q2 2022

Aug 02, 2022
BUY
$85.56 - $102.18 $423,522 - $505,791
4,950 Added 87.61%
10,600 $926,000
Q1 2022

May 09, 2022
BUY
$95.6 - $107.05 $4,780 - $5,352
50 Added 0.89%
5,650 $582,000
Q2 2021

Aug 03, 2021
SELL
$98.78 - $105.53 $39,512 - $42,212
-400 Reduced 6.67%
5,600 $573,000
Q1 2021

Apr 28, 2021
SELL
$84.77 - $98.77 $152,586 - $177,786
-1,800 Reduced 23.08%
6,000 $591,000
Q4 2020

Feb 03, 2021
BUY
$74.87 - $89.65 $363,119 - $434,802
4,850 Added 164.41%
7,800 $691,000
Q3 2020

Oct 21, 2020
BUY
$67.14 - $79.9 $198,063 - $235,705
2,950 New
2,950 $227,000

Others Institutions Holding XLI

# of Institutions
1,438
Shares Held
131M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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