Hillcrest Wealth Advisors Ny, LLC Industrial Sector Spdr Transaction History

Hillcrest Wealth Advisors Ny, LLC

$222 Million
Q3 2025

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 $684,045. This represents 0.31% of its overall portfolio holdings.

Number of Shares

4,500

Previous 4,500 -0.0%

Holding current value

$684,045

Previous $663,000 4.68%

% of portfolio

0.31%

Previous 0.31%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,655

Shares Held

141M

Call Options Held

36.7M

Put Options Held

33.3M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Hillcrest Wealth Advisors Ny, LLC Industrial Sector Spdr Transaction History