A detailed history of Lfa Lugano Financial Advisors Sa transactions in Industrial Sector Spdr stock. As of the latest transaction made, Lfa Lugano Financial Advisors Sa holds 3,500 shares of XLI stock, worth $424,270. This represents 0.32% of its overall portfolio holdings.

Number of Shares
3,500
Previous 3,630 3.58%
Holding current value
$424,270
Previous $413,000 6.54%
% of portfolio
0.32%
Previous 0.33%

Shares

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

May 03, 2024

SELL
$110.23 - $125.96 $14,329 - $16,374
-130 Reduced 3.58%
3,500 $440,000
Q4 2023

Jan 22, 2024

BUY
$96.44 - $114.13 $144,660 - $171,195
1,500 Added 70.42%
3,630 $413,000
Q3 2023

Oct 23, 2023

SELL
$100.74 - $110.75 $339,493 - $373,227
-3,370 Reduced 61.27%
2,130 $215,000
Q2 2023

Aug 07, 2023

BUY
$96.85 - $107.32 $532,675 - $590,260
5,500 New
5,500 $590,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Lfa Lugano Financial Advisors Sa Portfolio

Follow Lfa Lugano Financial Advisors Sa 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 Lfa Lugano Financial Advisors Sa, based on Form 13F filings with the SEC.

News

Stay updated on Lfa Lugano Financial Advisors Sa with notifications on news.