A detailed history of Sym Financial Corp transactions in Industrial Sector Spdr stock. As of the latest transaction made, Sym Financial Corp holds 1,426 shares of XLI stock, worth $198,142. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,426
Previous 1,426 -0.0%
Holding current value
$198,142
Previous $173,000 11.56%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 27, 2023

BUY
$100.74 - $110.75 $100,740 - $110,750
1,000 Added 234.74%
1,426 $144,000
Q1 2022

Apr 22, 2022

SELL
$95.6 - $107.05 $26,768 - $29,974
-280 Reduced 39.66%
426 $44,000
Q2 2021

Jul 20, 2021

BUY
$98.78 - $105.53 $27,658 - $29,548
280 Added 65.73%
706 $72,000
Q1 2021

Apr 19, 2021

BUY
$84.77 - $98.77 $36,112 - $42,076
426 New
426 $42,000
Q1 2020

Apr 28, 2020

SELL
$48.77 - $85.23 $13,801 - $24,120
-283 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
$74.07 - $82.5 $148 - $165
2 Added 0.71%
283 $23,000
Q3 2019

Nov 04, 2019

BUY
$77.22 - $79.35 $77 - $79
1 Added 0.36%
281 $22,000
Q2 2019

Jul 29, 2019

BUY
N/A
1 Added 0.36%
280 $22,000
Q1 2019

May 14, 2019

BUY
N/A
2 Added 0.72%
279 $21,000
Q4 2018

Feb 13, 2019

BUY
N/A
1 Added 0.36%
277 $18,000
Q3 2018

Nov 14, 2018

BUY
N/A
2 Added 0.73%
276 $22,000
Q2 2018

Aug 13, 2018

BUY
N/A
1 Added 0.37%
274 $20,000
Q1 2018

May 15, 2018

BUY
N/A
273 New
273 $20,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Sym Financial Corp Portfolio

Follow Sym Financial Corp 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 Sym Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sym Financial Corp with notifications on news.