A detailed history of Moneta Group Investment Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 2,579 shares of XLI stock, worth $365,186. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,579
Previous 2,272 13.51%
Holding current value
$365,186
Previous $286,000 9.79%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Aug 13, 2024

BUY
$120.47 - $125.94 $36,984 - $38,663
307 Added 13.51%
2,579 $314,000
Q1 2024

Aug 13, 2024

BUY
$110.23 - $125.96 $250,442 - $286,181
2,272 New
2,272 $286,000
Q3 2018

Nov 13, 2018

SELL
N/A
-2,096 Closed
0 $0
Q2 2018

Aug 15, 2018

SELL
N/A
-53,289 Reduced 96.22%
2,096 $150,000
Q2 2018

Aug 15, 2018

SELL
N/A
-2,622 Reduced 4.52%
55,385 $150,000
Q2 2018

Aug 14, 2018

BUY
N/A
58,007 New
58,007 $350,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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