A detailed history of Successful Portfolios LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Successful Portfolios LLC holds 11,467 shares of XLI stock, worth $1.59 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
11,467
Previous 11,515 0.42%
Holding current value
$1.59 Million
Previous $1.4 Million 10.69%
% of portfolio
1.05%
Previous 0.98%

Shares

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

Oct 09, 2024

SELL
$120.56 - $135.44 $5,786 - $6,501
-48 Reduced 0.42%
11,467 $1.55 Million
Q2 2024

Jul 12, 2024

SELL
$120.47 - $125.94 $4,336 - $4,533
-36 Reduced 0.31%
11,515 $1.4 Million
Q1 2024

Apr 17, 2024

SELL
$110.23 - $125.96 $13,999 - $15,996
-127 Reduced 1.09%
11,551 $1.45 Million
Q4 2023

Jan 18, 2024

SELL
$96.44 - $114.13 $8,293 - $9,815
-86 Reduced 0.73%
11,678 $1.33 Million
Q3 2023

Oct 10, 2023

BUY
$100.74 - $110.75 $3,828 - $4,208
38 Added 0.32%
11,764 $1.19 Million
Q2 2023

Jul 20, 2023

SELL
$96.85 - $107.32 $54,817 - $60,743
-566 Reduced 4.6%
11,726 $1.26 Million
Q1 2023

Apr 21, 2023

BUY
$96.51 - $103.67 $3,956 - $4,250
41 Added 0.33%
12,292 $1.24 Million
Q4 2022

Jan 27, 2023

SELL
$84.74 - $102.33 $1,101 - $1,330
-13 Reduced 0.11%
12,251 $0
Q3 2022

Oct 12, 2022

SELL
$82.84 - $100.53 $11,183 - $13,571
-135 Reduced 1.09%
12,264 $1.02 Million
Q2 2022

Jul 22, 2022

SELL
$85.56 - $102.18 $2,224 - $2,656
-26 Reduced 0.21%
12,399 $1.08 Million
Q1 2022

Apr 21, 2022

SELL
$95.6 - $107.05 $32,312 - $36,182
-338 Reduced 2.65%
12,425 $1.28 Million
Q4 2021

Jan 26, 2022

BUY
$98.64 - $107.12 $7,891 - $8,569
80 Added 0.63%
12,763 $1.35 Million
Q3 2021

Oct 14, 2021

BUY
$97.84 - $105.53 $18,198 - $19,628
186 Added 1.49%
12,683 $1.24 Million
Q2 2021

Jul 23, 2021

SELL
$98.78 - $105.53 $691 - $738
-7 Reduced 0.06%
12,497 $1.28 Million
Q1 2021

Apr 20, 2021

SELL
$84.77 - $98.77 $76,886 - $89,584
-907 Reduced 6.76%
12,504 $1.23 Million
Q4 2020

Feb 02, 2021

SELL
$74.87 - $89.65 $4,117 - $4,930
-55 Reduced 0.41%
13,411 $1.19 Million
Q3 2020

Oct 13, 2020

SELL
$67.14 - $79.9 $2,618 - $3,116
-39 Reduced 0.29%
13,466 $1.04 Million
Q2 2020

Jul 13, 2020

SELL
$56.34 - $76.29 $25,353 - $34,330
-450 Reduced 3.22%
13,505 $928,000
Q1 2020

Apr 23, 2020

BUY
$48.77 - $85.23 $78,519 - $137,220
1,610 Added 13.04%
13,955 $824,000
Q4 2019

Jan 23, 2020

SELL
$74.07 - $82.5 $56,145 - $62,535
-758 Reduced 5.78%
12,345 $1.01 Million
Q3 2019

Oct 11, 2019

SELL
$77.22 - $79.35 $5,173 - $5,316
-67 Reduced 0.51%
13,103 $1.02 Million
Q2 2019

Jul 11, 2019

SELL
N/A
-633 Reduced 4.59%
13,170 $1.02 Million
Q1 2019

Apr 22, 2019

SELL
N/A
-1,810 Reduced 11.59%
13,803 $1.04 Million
Q4 2018

Jan 14, 2019

SELL
N/A
-254 Reduced 1.6%
15,613 $1.01 Million
Q3 2018

Oct 15, 2018

SELL
N/A
-199 Reduced 1.24%
15,867 $1.24 Million
Q2 2018

Jul 24, 2018

SELL
N/A
-276 Reduced 1.69%
16,066 $1.15 Million
Q1 2018

May 08, 2018

BUY
N/A
29 Added 0.18%
16,342 $1.21 Million
Q4 2017

Feb 09, 2018

BUY
N/A
16,313
16,313 $1.23 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Successful Portfolios LLC Portfolio

Follow Successful Portfolios 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 Successful Portfolios LLC, based on Form 13F filings with the SEC.

News

Stay updated on Successful Portfolios LLC with notifications on news.