A detailed history of Strategic Financial Concepts, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 4,308 shares of XLI stock, worth $576,668. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,308
Previous 505,777 99.15%
Holding current value
$576,668
Previous $120 Million 386.62%
% of portfolio
0.19%
Previous 0.07%

Shares

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

Nov 12, 2024

SELL
$120.56 - $135.44 $60.5 Million - $67.9 Million
-501,469 Reduced 99.15%
4,308 $583 Million
Q2 2024

Aug 06, 2024

BUY
$120.47 - $125.94 $60.3 Million - $63.1 Million
500,858 Added 10182.11%
505,777 $120 Million
Q1 2024

Apr 22, 2024

BUY
$110.23 - $125.96 $542,221 - $619,597
4,919 New
4,919 $620 Million
Q3 2023

Nov 07, 2023

SELL
$100.74 - $110.75 $47,247 - $51,941
-469 Reduced 3.55%
12,725 $1.29 Billion
Q2 2023

Sep 06, 2023

BUY
$96.85 - $107.32 $1.28 Million - $1.42 Million
13,194 New
13,194 $1.42 Billion

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, 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 Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.