Montag & Caldwell, LLC Industrial Sector Spdr Transaction History

Montag & Caldwell, LLC

  • $494 Million
  • Q2 2024

A detailed history of Montag & Caldwell, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Montag & Caldwell, LLC holds 1,972 shares of XLI stock, worth $280,162. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,972
Previous 1,955 0.87%
Holding current value
$280,162
Previous $246,000 2.44%
% of portfolio
0.05%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,425
Shares Held
142M
Call Options Held
20.8M
Put Options Held
27.3M
View Full List

About INDUSTRIAL SECTOR SPDR

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