A detailed history of Soltis Investment Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 5,935 shares of XLI stock, worth $794,459. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,935
Previous 7,491 20.77%
Holding current value
$794,459
Previous $912,000 11.95%
% of portfolio
0.08%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 18, 2024

SELL
$120.56 - $135.44 $187,591 - $210,744
-1,556 Reduced 20.77%
5,935 $803,000
Q2 2024

Aug 12, 2024

SELL
$120.47 - $125.94 $267,925 - $280,090
-2,224 Reduced 22.89%
7,491 $912,000
Q1 2024

Apr 29, 2024

SELL
$110.23 - $125.96 $494,050 - $564,552
-4,482 Reduced 31.57%
9,715 $1.22 Million
Q4 2023

Jan 26, 2024

BUY
$96.44 - $114.13 $1.37 Million - $1.62 Million
14,197 New
14,197 $1.62 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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