Kcm Investment Advisors LLC Industrial Sector Spdr Transaction History

Kcm Investment Advisors LLC

$2.74 Billion
Q1 2025

A detailed history of Kcm Investment Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 258,694 shares of XLI stock, worth $39.5 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

258,694

Previous 253,576 2.02%

Holding current value

$39.5 Million

Previous $33.4 Million 1.48%

% of portfolio

1.24%

Previous 1.17%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$128.78 - $141.67 $659,096 - $725,067	5,118 Added 2.02%	258,694 $33.9 Million
Q4 2024 Feb 12, 2025	SELL	$131.76 - $143.99 $533,759 - $583,303	-4,051 Reduced 1.57%	253,576 $33.4 Million
Q3 2024 Nov 06, 2024	BUY	$120.56 - $135.44 $186,024 - $208,983	1,543 Added 0.6%	257,627 $34.9 Million
Q2 2024 Jul 29, 2024	BUY	$120.47 - $125.94 $301,175 - $314,850	2,500 Added 0.99%	256,084 $31.2 Million
Q1 2024 May 07, 2024	SELL	$110.23 - $125.96 $186,509 - $213,124	-1,692 Reduced 0.66%	253,584 $31.9 Million
Q4 2023 Feb 13, 2024	SELL	$96.44 - $114.13 $634,960 - $751,431	-6,584 Reduced 2.51%	255,276 $29.1 Million
Q3 2023 Nov 08, 2023	BUY	$100.74 - $110.75 $134,689 - $148,072	1,337 Added 0.51%	261,860 $26.5 Million
Q2 2023 Aug 09, 2023	BUY	$96.85 - $107.32 $213,360 - $236,425	2,203 Added 0.85%	260,523 $28 Million
Q1 2023 May 09, 2023	BUY	$96.51 - $103.67 $24.9 Million - $26.8 Million	258,320 New	258,320 $26.1 Million
Q4 2022 Jan 31, 2023	BUY	$84.74 - $102.33 $640,973 - $774,024	7,564 Added 3.58%	218,715 $21.5 Million
Q3 2022 Nov 10, 2022	BUY	$82.84 - $100.53 $468,791 - $568,899	5,659 Added 2.75%	211,151 $17.5 Million
Q2 2022 Aug 15, 2022	BUY	$85.56 - $102.18 $175,483 - $209,571	2,051 Added 1.01%	205,492 $17.9 Million
Q1 2022 May 13, 2022	BUY	$95.6 - $107.05 $959,250 - $1.07 Million	10,034 Added 5.19%	203,441 $21 Million
Q4 2021 Feb 14, 2022	BUY	$98.64 - $107.12 $1.38 Million - $1.5 Million	13,974 Added 7.79%	193,407 $20.5 Million
Q3 2021 Nov 12, 2021	BUY	$97.84 - $105.53 $534,891 - $576,932	5,467 Added 3.14%	179,433 $17.6 Million
Q2 2021 Aug 12, 2021	BUY	$98.78 - $105.53 $794,685 - $848,988	8,045 Added 4.85%	173,966 $17.8 Million
Q1 2021 May 13, 2021	SELL	$84.77 - $98.77 $169,709 - $197,737	-2,002 Reduced 1.19%	165,921 $16.3 Million
Q4 2020 Feb 19, 2021	BUY	$74.87 - $89.65 $201,774 - $241,606	2,695 Added 1.63%	167,923 $14.9 Million
Q3 2020 Nov 16, 2020	SELL	$67.14 - $79.9 $3.26 Million - $3.88 Million	-48,516 Reduced 22.7%	165,228 $12.7 Million
Q2 2020 Aug 14, 2020	SELL	$56.34 - $76.29 $3.4 Million - $4.6 Million	-60,289 Reduced 22.0%	213,744 $14.7 Million
Q1 2020 Apr 27, 2020	BUY	$48.77 - $85.23 $13.4 Million - $23.4 Million	274,033 New	274,033 $16.2 Million
Q4 2019 Feb 18, 2020	BUY	$74.07 - $82.5 $275,021 - $306,322	3,713 Added 1.48%	255,120 $20.8 Million
Q3 2019 Nov 15, 2019	BUY	$77.22 - $79.35 $694,207 - $713,356	8,990 Added 3.71%	251,407 $19.5 Million
Q2 2019 Aug 14, 2019	BUY	N/A	19,457 Added 8.73%	242,417 $18.8 Million
Q1 2019 May 16, 2019	SELL	N/A	-207,209 Closed	0 $0
Q4 2018 Feb 12, 2019	SELL	N/A	-119,413 Reduced 36.56%	207,209 $13.3 Million
Q3 2018 Nov 07, 2018	BUY	N/A	38,483 Added 13.36%	326,622 $0
Q2 2018 Aug 10, 2018	BUY	N/A	54,154 Added 23.14%	288,139 $20.6 Million
Q1 2018 May 09, 2018	BUY	N/A	38,420 Added 19.65%	233,985 $17.4 Million
Q4 2017 Feb 22, 2018	BUY	N/A	43,799 Added 28.86%	195,565 $14.8 Million
Q3 2017 Nov 13, 2017	BUY	N/A	151,766	151,766 $10.8 Million

Others Institutions Holding XLI

# of Institutions

1,589

Shares Held

137M

Call Options Held

20.8M

Put Options Held

54.9M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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Kcm Investment Advisors LLC Industrial Sector Spdr Transaction History