A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 77 shares of XLI stock, worth $11,065. This represents 0.0% of its overall portfolio holdings.

Number of Shares
77
Previous 121 36.36%
Holding current value
$11,065
Previous $9,000 11.11%
% of portfolio
0.0%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$120.56 - $135.44 $5,304 - $5,959
-44 Reduced 36.36%
77 $10,000
Q2 2024

Jul 26, 2024

BUY
$120.47 - $125.94 $5,300 - $5,541
44 Added 57.14%
121 $9,000
Q1 2024

Jul 26, 2024

SELL
$110.23 - $125.96 $5,401 - $6,172
-49 Reduced 38.89%
77 $10,000
Q1 2024

May 03, 2024

BUY
$110.23 - $125.96 $5,401 - $6,172
49 Added 63.64%
126 $10,000
Q4 2023

Feb 02, 2024

BUY
$96.44 - $114.13 $96 - $114
1 Added 1.32%
77 $9,000
Q3 2023

Nov 03, 2023

BUY
$100.74 - $110.75 $100 - $110
1 Added 1.33%
76 $7,000
Q4 2022

Jan 30, 2023

BUY
$84.74 - $102.33 $6,355 - $7,674
75 New
75 $7,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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