Montag & Caldwell, LLC Industrial Sector Spdr Transaction History

Montag & Caldwell, LLC

  • $425 Million
  • Q1 2025

A detailed history of Montag & Caldwell, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Montag & Caldwell, LLC holds 4,607 shares of XLI stock, worth $662,809. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,607
Previous 4,650 0.92%
Holding current value
$662,809
Previous $612,000 1.47%
% of portfolio
0.14%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$128.78 - $141.67 $5,537 - $6,091
-43 Reduced 0.92%
4,607 $603,000
Q4 2024

Feb 13, 2025
SELL
$131.76 - $143.99 $4,611 - $5,039
-35 Reduced 0.75%
4,650 $612,000
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
1,563
Shares Held
137M
Call Options Held
20.2M
Put Options Held
54.2M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Montag & Caldwell, LLC Portfolio

Follow Montag & Caldwell, LLC 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 Montag & Caldwell, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montag & Caldwell, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email