Platt Investment Counsel, LLC Industrial Sector Spdr Transaction History

Platt Investment Counsel, LLC

  • $104 Million
  • Q2 2024

A detailed history of Platt Investment Counsel, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Platt Investment Counsel, LLC holds 49,517 shares of XLI stock, worth $6.3 Million. This represents 5.82% of its overall portfolio holdings.

Number of Shares
49,517
Previous 47,264 4.77%
Holding current value
$6.3 Million
Previous $5.95 Million 1.36%
% of portfolio
5.82%
Previous 5.69%

Shares

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

Jul 16, 2024
BUY
$120.47 - $125.94 $271,418 - $283,742
2,253 Added 4.77%
49,517 $6.03 Million
Q1 2024

Apr 19, 2024
BUY
$110.23 - $125.96 $2.14 Million - $2.44 Million
19,369 Added 69.44%
47,264 $5.95 Million
Q4 2023

Jan 09, 2024
BUY
$96.44 - $114.13 $2.69 Million - $3.18 Million
27,895 New
27,895 $3.18 Million
Q1 2023

Apr 06, 2023
SELL
$96.51 - $103.67 $3.84 Million - $4.12 Million
-39,766 Reduced 42.46%
53,886 $5.45 Million
Q4 2022

Jan 17, 2023
SELL
$93.83 - $102.33 $229,695 - $250,503
-2,448 Reduced 2.55%
93,652 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-6,413 Reduced 6.26%
96,100 $7.96 Million
Q2 2022

Jul 11, 2022
SELL
N/A
-1,364 Reduced 1.31%
102,513 $8.95 Million
Q1 2022

Apr 18, 2022
SELL
N/A
-3,121 Reduced 2.92%
103,877 $10.7 Million
Q4 2021

Jan 13, 2022
BUY
N/A
825 Added 0.78%
106,998 $11.3 Million
Q3 2021

Oct 08, 2021
BUY
N/A
438 Added 0.41%
106,173 $10.4 Million
Q2 2021

Jul 14, 2021
SELL
N/A
-276 Reduced 0.26%
105,735 $10.8 Million
Q1 2021

May 12, 2021
BUY
N/A
377 Added 0.36%
106,011 $10.4 Million
Q4 2020

May 05, 2021
BUY
N/A
105,634 New
105,634 $9.35 Million

Others Institutions Holding XLI

# of Institutions
1,396
Shares Held
143M
Call Options Held
20.8M
Put Options Held
27.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Platt Investment Counsel, LLC Portfolio

Follow Platt Investment Counsel, 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 Platt Investment Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Platt Investment Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email