Horizon Financial Services, LLC Industrial Sector Spdr Transaction History

Horizon Financial Services, LLC

  • $151 Million
  • Q1 2024

A detailed history of Horizon Financial Services, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Horizon Financial Services, LLC holds 8,661 shares of XLI stock, worth $1.06 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
8,661
Previous 7,459 16.11%
Holding current value
$1.06 Million
Previous $850,000 28.24%
% of portfolio
0.72%
Previous 0.63%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$110.23 - $125.96 $132,496 - $151,403
1,202 Added 16.11%
8,661 $1.09 Million
Q4 2023

Feb 15, 2024
BUY
$96.44 - $114.13 $127,493 - $150,879
1,322 Added 21.54%
7,459 $850,000
Q3 2023

Oct 25, 2023
SELL
$100.74 - $110.75 $51,478 - $56,593
-511 Reduced 7.69%
6,137 $622,000
Q2 2023

Jul 20, 2023
SELL
$96.85 - $107.32 $1,162 - $1,287
-12 Reduced 0.18%
6,648 $713,000
Q1 2023

Apr 19, 2023
SELL
$96.51 - $103.67 $54,914 - $58,988
-569 Reduced 7.87%
6,660 $673,000
Q4 2022

Jan 17, 2023
BUY
$93.83 - $102.33 $49,073 - $53,518
523 Added 7.8%
7,229 $0
Q3 2022

Oct 21, 2022
BUY
N/A
825 Added 14.03%
6,706 $556,000
Q2 2022

Jul 22, 2022
BUY
N/A
983 Added 20.07%
5,881 $514,000
Q1 2022

Apr 27, 2022
BUY
N/A
1,147 Added 30.58%
4,898 $504,000
Q4 2021

Jan 31, 2022
BUY
N/A
856 Added 29.57%
3,751 $0
Q3 2021

Oct 22, 2021
BUY
N/A
570 Added 24.52%
2,895 $283,000
Q2 2021

Jul 22, 2021
BUY
N/A
2,325 New
2,325 $238,000

Others Institutions Holding XLI

# of Institutions
1,352
Shares Held
134M
Call Options Held
19.5M
Put Options Held
23.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Horizon Financial Services, LLC Portfolio

Follow Horizon Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Horizon Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email