Personal Cfo Solutions, LLC Industrial Sector Spdr Transaction History

Personal Cfo Solutions, LLC

  • $482 Million
  • Q1 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 6,593 shares of XLI stock, worth $858,936. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,593
Previous 7,916 16.71%
Holding current value
$858,936
Previous $1.04 Million 17.16%
% of portfolio
0.18%
Previous 0.21%

Shares

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

Apr 30, 2025
SELL
$128.78 - $141.67 $170,375 - $187,429
-1,323 Reduced 16.71%
6,593 $864,000
Q4 2024

Feb 07, 2025
BUY
$131.76 - $143.99 $180,906 - $197,698
1,373 Added 20.98%
7,916 $1.04 Million
Q3 2024

Nov 14, 2024
BUY
$120.56 - $135.44 $85,235 - $95,756
707 Added 12.11%
6,543 $886,000
Q2 2024

Aug 09, 2024
SELL
$120.47 - $125.94 $27,708 - $28,966
-230 Reduced 3.79%
5,836 $711,000
Q1 2024

May 13, 2024
SELL
$110.23 - $125.96 $173,391 - $198,135
-1,573 Reduced 20.59%
6,066 $764,000
Q4 2023

Feb 13, 2024
SELL
$96.44 - $114.13 $1.06 Million - $1.25 Million
-10,996 Reduced 59.01%
7,639 $870,000
Q3 2023

Nov 13, 2023
SELL
$100.74 - $110.75 $120,283 - $132,235
-1,194 Reduced 6.02%
18,635 $1.89 Million
Q2 2023

Aug 10, 2023
BUY
$96.85 - $107.32 $226,047 - $250,484
2,334 Added 13.34%
19,829 $2.13 Million
Q1 2023

May 09, 2023
BUY
$96.51 - $103.67 $175,358 - $188,368
1,817 Added 11.59%
17,495 $1.77 Million
Q4 2022

Feb 14, 2023
BUY
$84.74 - $102.33 $1.33 Million - $1.6 Million
15,678 New
15,678 $1.54 Million
Q2 2022

Aug 05, 2022
SELL
$85.56 - $102.18 $1.07 Million - $1.28 Million
-12,540 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$95.6 - $107.05 $1.2 Million - $1.34 Million
12,540 New
12,540 $1.29 Million

Others Institutions Holding XLI

# of Institutions
1,566
Shares Held
142M
Call Options Held
23.1M
Put Options Held
38.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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