A detailed history of Pensionmark Financial Group, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 35,921 shares of XLI stock, worth $4.84 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
35,921
Previous 28,842 24.54%
Holding current value
$4.84 Million
Previous $3.91 Million 21.15%
% of portfolio
0.13%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
$131.76 - $143.99 $932,729 - $1.02 Million
7,079 Added 24.54%
35,921 $4.73 Million
Q3 2024

Nov 14, 2024

BUY
$120.56 - $135.44 $2.93 Million - $3.29 Million
24,272 Added 531.12%
28,842 $3.91 Million
Q2 2024

Aug 14, 2024

BUY
$120.47 - $125.94 $550,547 - $575,545
4,570 New
4,570 $556,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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