Montag & Caldwell, LLC Industrial Sector Spdr Transaction History

Montag & Caldwell, LLC

  • $490 Million
  • Q3 2024

A detailed history of Montag & Caldwell, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Montag & Caldwell, LLC holds 4,685 shares of XLI stock, worth $668,315. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,685
Previous 1,972 137.58%
Holding current value
$668,315
Previous $240,000 164.17%
% of portfolio
0.13%
Previous 0.05%

Shares

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

Nov 12, 2024
BUY
$120.56 - $135.44 $327,079 - $367,448
2,713 Added 137.58%
4,685 $634,000
Q2 2024

Aug 09, 2024
BUY
$120.47 - $125.94 $2,047 - $2,140
17 Added 0.87%
1,972 $240,000
Q1 2024

May 01, 2024
BUY
$110.23 - $125.96 $215,499 - $246,251
1,955 New
1,955 $246,000
Q3 2023

Nov 03, 2023
BUY
$100.74 - $110.75 $319,547 - $351,299
3,172 New
3,172 $321,000

Others Institutions Holding XLI

# of Institutions
1,434
Shares Held
131M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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