A detailed history of Northwest Financial Advisors transactions in Industrial Sector Spdr stock. As of the latest transaction made, Northwest Financial Advisors holds 1,847 shares of XLI stock, worth $244,044. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,847
Previous 1,885 2.02%
Holding current value
$244,044
Previous $237 Million 5.19%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Aug 12, 2024

SELL
$120.47 - $125.94 $4,577 - $4,785
-38 Reduced 2.02%
1,847 $225 Million
Q1 2024

May 09, 2024

BUY
$110.23 - $125.96 $76,720 - $87,668
696 Added 58.54%
1,885 $237 Million
Q4 2023

Feb 07, 2024

BUY
$96.44 - $114.13 $114,667 - $135,700
1,189 New
1,189 $136 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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