A detailed history of Srs Capital Advisors, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 537 shares of XLI stock, worth $68,295. This represents 0.01% of its overall portfolio holdings.

Number of Shares
537
Previous 671 19.97%
Holding current value
$68,295
Previous $84,000 22.62%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 06, 2024

SELL
$120.47 - $125.94 $16,142 - $16,875
-134 Reduced 19.97%
537 $65,000
Q1 2024

May 14, 2024

BUY
$110.23 - $125.96 $1,543 - $1,763
14 Added 2.13%
671 $84,000
Q4 2023

Feb 06, 2024

SELL
$96.44 - $114.13 $47,255 - $55,923
-490 Reduced 42.72%
657 $74,000
Q3 2023

Nov 14, 2023

SELL
$100.74 - $110.75 $5,339 - $5,869
-53 Reduced 4.42%
1,147 $116,000
Q2 2023

Aug 14, 2023

BUY
$96.85 - $107.32 $5,520 - $6,117
57 Added 4.99%
1,200 $128,000
Q1 2023

May 16, 2023

SELL
$96.51 - $103.67 $386 - $414
-4 Reduced 0.35%
1,143 $115,000
Q4 2022

Feb 24, 2023

BUY
$93.83 - $102.33 $281 - $306
3 Added 0.26%
1,147 $112,000
Q3 2022

Nov 03, 2022

BUY
N/A
2 Added 0.18%
1,144 $95,000
Q2 2022

Aug 22, 2022

BUY
N/A
2 Added 0.18%
1,142 $100,000
Q1 2022

May 12, 2022

BUY
N/A
2 Added 0.18%
1,140 $117,000
Q4 2021

Feb 08, 2022

BUY
N/A
164 Added 16.84%
1,138 $120,000
Q3 2021

Nov 05, 2021

BUY
N/A
2 Added 0.21%
974 $95,000
Q2 2021

Aug 02, 2021

BUY
N/A
472 Added 94.4%
972 $100,000
Q3 2018

Nov 06, 2018

BUY
N/A
500 New
500 $39,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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