A detailed history of Northstar Advisory Group, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Northstar Advisory Group, LLC holds 16,050 shares of XLI stock, worth $2.16 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
16,050
Previous 34,096 52.93%
Holding current value
$2.16 Million
Previous $4.29 Million 54.45%
% of portfolio
1.13%
Previous 2.58%

Shares

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

Aug 01, 2024

SELL
$120.47 - $125.94 $2.17 Million - $2.27 Million
-18,046 Reduced 52.93%
16,050 $1.96 Million
Q1 2024

May 13, 2024

BUY
$110.23 - $125.96 $1.05 Million - $1.2 Million
9,513 Added 38.7%
34,096 $4.29 Million
Q4 2023

Jan 18, 2024

BUY
$96.44 - $114.13 $1.68 Million - $1.99 Million
17,424 Added 243.39%
24,583 $2.8 Million
Q3 2023

Oct 12, 2023

BUY
$100.74 - $110.75 $721,197 - $792,859
7,159 New
7,159 $725,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Northstar Advisory Group, LLC Portfolio

Follow Northstar Advisory Group, 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 Northstar Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Northstar Advisory Group, LLC with notifications on news.