Stack Financial Management, Inc Industrial Sector Spdr Transaction History

Stack Financial Management, Inc

  • $1.06 Billion
  • Q2 2024

A detailed history of Stack Financial Management, Inc transactions in Industrial Sector Spdr stock. As of the latest transaction made, Stack Financial Management, Inc holds 2,018 shares of XLI stock, worth $256,649. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,018
Previous 2,192 7.94%
Holding current value
$256,649
Previous $276,000 11.23%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Aug 02, 2024
SELL
$120.47 - $125.94 $20,961 - $21,913
-174 Reduced 7.94%
2,018 $245,000
Q1 2024

May 02, 2024
SELL
$110.23 - $125.96 $100,860 - $115,253
-915 Reduced 29.45%
2,192 $276,000
Q4 2023

Feb 02, 2024
SELL
$96.44 - $114.13 $33,271 - $39,374
-345 Reduced 9.99%
3,107 $354,000
Q3 2023

Nov 03, 2023
BUY
$100.74 - $110.75 $17,327 - $19,049
172 Added 5.24%
3,452 $349,000
Q2 2023

Aug 02, 2023
BUY
$96.85 - $107.32 $317,668 - $352,009
3,280 New
3,280 $352,000
Q1 2022

May 03, 2022
SELL
N/A
-3,497 Closed
0 $0
Q4 2021

Feb 03, 2022
BUY
N/A
3,497 New
3,497 $370,000
Q3 2020

Nov 04, 2020
SELL
N/A
-3,434 Closed
0 $0
Q2 2020

Jul 20, 2020
BUY
N/A
3,434 New
3,434 $236,000
Q1 2020

May 11, 2020
SELL
N/A
-2,652 Closed
0 $0
Q4 2019

Jan 24, 2020
SELL
N/A
-35 Reduced 1.3%
2,652 $216,000
Q3 2019

Oct 29, 2019
BUY
N/A
2,687 New
2,687 $209,000
Q1 2019

May 06, 2019
SELL
N/A
-3,731 Closed
0 $0
Q4 2018

Feb 05, 2019
BUY
N/A
3,731 New
3,731 $240,000

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
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