Ifp Advisors, Inc Industrial Sector Spdr Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Industrial Sector Spdr stock. As of the latest transaction made, Ifp Advisors, Inc holds 6,897 shares of XLI stock, worth $958,338. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,897

Previous 5,326 29.5%

Holding current value

$958,338

Previous $670,000 25.37%

% of portfolio

0.03%

Previous 0.03%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$120.47 - $125.94 $189,258 - $197,851	1,571 Added 29.5%	6,897 $840,000
Q1 2024 Jul 30, 2024	SELL	$110.23 - $125.96 $4.34 Million - $4.95 Million	-39,337 Reduced 88.08%	5,326 $670,000
Q4 2023 Jan 09, 2024	SELL	$96.44 - $114.13 $304,943 - $360,879	-3,162 Reduced 6.61%	44,663 $5.09 Million
Q3 2023 Oct 12, 2023	BUY	$100.74 - $110.75 $4.2 Million - $4.61 Million	41,655 Added 675.12%	47,825 $4.85 Million
Q2 2023 Aug 04, 2023	SELL	$96.85 - $107.32 $474,468 - $525,760	-4,899 Reduced 44.26%	6,170 $662,000
Q1 2023 Apr 18, 2023	SELL	$96.51 - $103.67 $1.13 Million - $1.21 Million	-11,694 Reduced 51.37%	11,069 $1.12 Million
Q4 2022 Feb 07, 2023	SELL	$84.74 - $102.33 $302,776 - $365,625	-3,573 Reduced 13.57%	22,763 $1.44 Million
Q3 2022 Nov 08, 2022	BUY	$82.84 - $100.53 $45,893 - $55,693	554 Added 2.15%	26,336 $1.68 Million
Q2 2022 Sep 06, 2022	BUY	$85.56 - $102.18 $2.21 Million - $2.63 Million	25,782 New	25,782 $1.46 Million
Q2 2022 Aug 12, 2022	SELL	$85.56 - $102.18 $2.21 Million - $2.63 Million	-25,782 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$95.6 - $107.05 $695,203 - $778,467	7,272 Added 39.29%	25,782 $0
Q1 2022 Aug 08, 2022	BUY	$95.6 - $107.05 $212,040 - $237,436	2,218 Added 13.61%	18,510 $0
Q4 2021 Jan 12, 2022	BUY	$98.64 - $107.12 $62,044 - $67,378	629 Added 4.02%	16,292 $1.72 Million
Q3 2021 Oct 06, 2021	SELL	$97.84 - $105.53 $11,545 - $12,452	-118 Reduced 0.75%	15,663 $1.54 Million
Q2 2021 Jul 13, 2021	BUY	$98.78 - $105.53 $25,287 - $27,015	256 Added 1.65%	15,781 $1.62 Million
Q1 2021 Apr 30, 2021	BUY	$84.77 - $98.77 $184,544 - $215,022	2,177 Added 16.31%	15,525 $1.52 Million
Q4 2020 Jan 25, 2021	SELL	$74.87 - $89.65 $17,594 - $21,067	-235 Reduced 1.73%	13,348 $1.18 Million
Q3 2020 Oct 29, 2020	SELL	$67.14 - $79.9 $91,780 - $109,223	-1,367 Reduced 9.14%	13,583 $1.04 Million
Q2 2020 Aug 05, 2020	BUY	$56.34 - $76.29 $58,706 - $79,494	1,042 Added 7.49%	14,950 $1.02 Million
Q1 2020 May 12, 2020	SELL	$48.77 - $85.23 $851,914 - $1.49 Million	-17,468 Reduced 55.67%	13,908 $855,000
Q4 2019 Jan 17, 2020	BUY	$74.07 - $82.5 $1.19 Million - $1.33 Million	16,131 Added 105.81%	31,376 $2.56 Million
Q3 2019 Nov 07, 2019	BUY	$77.22 - $79.35 $288,880 - $296,848	3,741 Added 32.52%	15,245 $1.18 Million
Q1 2019 May 15, 2019	SELL	N/A	-16,779 Reduced 59.33%	11,504 $862,000
Q4 2018 Jan 23, 2019	SELL	N/A	-13,488 Reduced 32.29%	28,283 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-10,904 Reduced 20.7%	41,771 $0
Q2 2018 Aug 07, 2018	BUY	N/A	1,801 Added 3.54%	52,675 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-6,209 Reduced 10.88%	50,874 $3.85 Million
Q1 2018 May 09, 2018	BUY	N/A	6,209 Added 12.2%	57,083 $0
Q4 2017 Jan 24, 2018	SELL	N/A	-3,714 Reduced 6.8%	50,874 $0
Q3 2017 Oct 30, 2017	BUY	N/A	759 Added 1.41%	54,588 $3.88 Million
Q2 2017 Jun 03, 2019	BUY	N/A	5,199 Added 10.69%	53,829 $3.67 Million
Q1 2017 Jun 03, 2019	BUY	N/A	590 Added 1.23%	48,630 $3.16 Million
Q4 2016 Jun 03, 2019	BUY	N/A	30,569 Added 174.97%	48,040 $2.99 Million
Q2 2016 Jun 03, 2019	BUY	N/A	5,967 Added 51.87%	17,471 $979,000
Q1 2016 Jun 03, 2019	BUY	N/A	11,504	11,504 $862,000

Others Institutions Holding XLI

# of Institutions

1,434

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

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 Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account