A detailed history of Synergy Financial Group, LTD transactions in Industrial Sector Spdr stock. As of the latest transaction made, Synergy Financial Group, LTD holds 1,715 shares of XLI stock, worth $207,892. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,715
Previous 1,954 12.23%
Holding current value
$207,892
Previous $222,000 2.7%
% of portfolio
0.25%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$110.23 - $125.96 $26,344 - $30,104
-239 Reduced 12.23%
1,715 $216,000
Q4 2023

Feb 14, 2024

BUY
$96.44 - $114.13 $188,443 - $223,010
1,954 New
1,954 $222,000
Q2 2022

Aug 04, 2022

SELL
N/A
-2,013 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
N/A
2,013 New
2,013 $213,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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