A detailed history of Lynch & Associates transactions in Industrial Sector Spdr stock. As of the latest transaction made, Lynch & Associates holds 6,586 shares of XLI stock, worth $859,802. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,586
Previous 6,550 0.55%
Holding current value
$859,802
Previous $825,000 2.79%
% of portfolio
0.18%
Previous 0.19%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$120.47 - $125.94 $4,336 - $4,533
36 Added 0.55%
6,586 $802,000
Q2 2023

Oct 24, 2023

SELL
$96.85 - $107.32 $23,244 - $25,756
-240 Reduced 3.53%
6,550 $702,000
Q2 2023

Jul 13, 2023

SELL
$96.85 - $107.32 $23,244 - $25,756
-240 Reduced 3.53%
6,550 $703,000
Q1 2023

Oct 24, 2023

BUY
$96.51 - $103.67 $23,162 - $24,880
240 Added 3.66%
6,790 $687,000
Q1 2023

Apr 04, 2023

BUY
$96.51 - $103.67 $20,749 - $22,289
215 Added 3.27%
6,790 $687,000
Q4 2022

Oct 24, 2023

BUY
$84.74 - $102.33 $2,118 - $2,558
25 Added 0.38%
6,575 $645,000
Q1 2022

Apr 08, 2022

SELL
$95.6 - $107.05 $2,390 - $2,676
-25 Reduced 0.38%
6,575 $677,000
Q3 2021

Oct 12, 2021

SELL
$97.84 - $105.53 $2,446 - $2,638
-25 Reduced 0.38%
6,600 $646,000
Q2 2021

Jul 21, 2021

SELL
$98.78 - $105.53 $2,469 - $2,638
-25 Reduced 0.38%
6,625 $678,000
Q1 2020

Apr 28, 2020

SELL
$48.77 - $85.23 $15,850 - $27,699
-325 Reduced 4.66%
6,650 $392,000
Q1 2019

Apr 25, 2019

SELL
N/A
-100 Reduced 1.41%
6,975 $523,000
Q4 2018

Jan 10, 2019

BUY
N/A
275 Added 4.04%
7,075 $456,000
Q3 2018

Oct 05, 2018

SELL
N/A
-800 Reduced 10.53%
6,800 $533,000
Q2 2018

Jul 09, 2018

SELL
N/A
-256 Reduced 3.26%
7,600 $544,000
Q1 2018

Apr 06, 2018

BUY
N/A
256 Added 3.37%
7,856 $584,000
Q3 2017

Oct 18, 2017

BUY
N/A
7,600
7,600 $540,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Lynch & Associates Portfolio

Follow Lynch & Associates 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 Lynch & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Lynch & Associates with notifications on news.