A detailed history of Sage Mountain Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 352 shares of XLI stock, worth $49,843. This represents 0.0% of its overall portfolio holdings.

Number of Shares
352
Previous 352 -0.0%
Holding current value
$49,843
Previous $42,000 11.9%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 31, 2024

BUY
$120.47 - $125.94 $13,854 - $14,483
115 Added 48.52%
352 $42,000
Q1 2024

Apr 23, 2024

BUY
$110.23 - $125.96 $4,298 - $4,912
39 Added 19.7%
237 $29,000
Q4 2023

Feb 01, 2024

SELL
$96.44 - $114.13 $10,029 - $11,869
-104 Reduced 34.44%
198 $22,000
Q4 2022

Feb 01, 2023

SELL
$84.74 - $102.33 $33,896 - $40,932
-400 Reduced 56.98%
302 $29,000
Q3 2021

Nov 01, 2021

SELL
$97.84 - $105.53 $49,604 - $53,503
-507 Reduced 41.94%
702 $69,000
Q1 2021

May 10, 2021

BUY
$84.77 - $98.77 $76,886 - $89,584
907 Added 300.33%
1,209 $119,000
Q4 2020

Jan 21, 2021

BUY
$74.87 - $89.65 $22,610 - $27,074
302 New
302 $27,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Sage Mountain Advisors LLC Portfolio

Follow Sage Mountain Advisors 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 Sage Mountain Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Mountain Advisors LLC with notifications on news.