Optimum Investment Advisors Industrial Sector Spdr Transaction History

Optimum Investment Advisors

  • $216 Million
  • Q1 2024

A detailed history of Optimum Investment Advisors transactions in Industrial Sector Spdr stock. As of the latest transaction made, Optimum Investment Advisors holds 2,600 shares of XLI stock, worth $316,316. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,600
Previous 3,350 22.39%
Holding current value
$316,316
Previous $381,000 14.17%
% of portfolio
0.15%
Previous 0.19%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
SELL
$110.23 - $125.96 $82,672 - $94,470
-750 Reduced 22.39%
2,600 $327,000
Q4 2023

Jan 08, 2024
SELL
$96.44 - $114.13 $19,288 - $22,826
-200 Reduced 5.63%
3,350 $381,000
Q3 2023

Oct 13, 2023
SELL
$100.74 - $110.75 $10,074 - $11,075
-100 Reduced 2.74%
3,550 $359,000
Q1 2023

May 03, 2023
SELL
$96.51 - $103.67 $19,302 - $20,734
-200 Reduced 5.19%
3,650 $369,000
Q4 2021

Mar 17, 2022
SELL
N/A
-480 Reduced 11.09%
3,850 $407,000
Q3 2021

Oct 22, 2021
SELL
N/A
-2,050 Reduced 32.13%
4,330 $424,000
Q2 2021

Aug 02, 2021
SELL
N/A
-275 Reduced 4.13%
6,380 $653,000
Q1 2021

Apr 15, 2021
SELL
N/A
-600 Reduced 8.27%
6,655 $655,000
Q3 2020

Oct 06, 2020
SELL
N/A
-50 Reduced 0.68%
7,255 $558,000
Q1 2020

Apr 21, 2020
SELL
N/A
-1,237 Reduced 14.48%
7,305 $431,000
Q3 2019

Oct 17, 2019
BUY
N/A
287 Added 3.48%
8,542 $663,000
Q1 2019

May 03, 2019
SELL
N/A
-250 Reduced 2.94%
8,255 $619,000
Q4 2017

Jan 16, 2018
BUY
N/A
575 Added 7.25%
8,505 $644,000
Q2 2017

Aug 14, 2017
BUY
N/A
7,930
7,930 $540,000

Others Institutions Holding XLI

# of Institutions
1,355
Shares Held
134M
Call Options Held
19.5M
Put Options Held
23.3M
View Full List

About INDUSTRIAL SECTOR SPDR

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