Source Financial Advisors LLC Industrial Sector Spdr Transaction History

Source Financial Advisors LLC

  • $325 Million
  • Q2 2024

A detailed history of Source Financial Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Source Financial Advisors LLC holds 1,760 shares of XLI stock, worth $221,900. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,760
Previous 1,823 3.46%
Holding current value
$221,900
Previous $229,000 6.55%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jul 17, 2024
SELL
$120.47 - $125.94 $7,589 - $7,934
-63 Reduced 3.46%
1,760 $214,000
Q1 2024

May 01, 2024
SELL
$110.23 - $125.96 $119,268 - $136,288
-1,082 Reduced 37.25%
1,823 $229,000
Q4 2023

Jan 11, 2024
SELL
$96.44 - $114.13 $5,207 - $6,163
-54 Reduced 1.82%
2,905 $331,000
Q3 2023

Oct 26, 2023
SELL
$100.74 - $110.75 $40,296 - $44,300
-400 Reduced 11.91%
2,959 $299,000
Q2 2023

Jul 24, 2023
SELL
$96.85 - $107.32 $28,958 - $32,088
-299 Reduced 8.17%
3,359 $360,000
Q1 2023

Apr 20, 2023
SELL
$96.51 - $103.67 $5,887 - $6,323
-61 Reduced 1.64%
3,658 $370,000
Q4 2022

Jan 31, 2023
SELL
$93.83 - $102.33 $2,721 - $2,967
-29 Reduced 0.77%
3,719 $365,000
Q3 2022

Nov 14, 2022
SELL
N/A
-419 Reduced 10.06%
3,748 $310,000
Q2 2022

Aug 15, 2022
SELL
N/A
-109 Reduced 2.55%
4,167 $364,000
Q1 2022

May 16, 2022
SELL
N/A
-207 Reduced 4.62%
4,276 $440,000
Q4 2021

Feb 14, 2022
SELL
N/A
-90 Reduced 1.97%
4,483 $474,000
Q3 2021

Nov 15, 2021
SELL
N/A
-4,697 Reduced 50.67%
4,573 $447,000
Q2 2021

Aug 16, 2021
BUY
N/A
348 Added 3.9%
9,270 $949,000
Q1 2021

May 17, 2021
BUY
N/A
68 Added 0.77%
8,922 $878,000
Q4 2020

Feb 16, 2021
BUY
N/A
8,854 New
8,854 $784,000

Others Institutions Holding XLI

# of Institutions
1,360
Shares Held
133M
Call Options Held
19.4M
Put Options Held
23.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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