Transamerica Financial Advisors, Inc. Industrial Sector Spdr Transaction History

Transamerica Financial Advisors, Inc.

  • $1.01 Billion
  • Q4 2024

A detailed history of Transamerica Financial Advisors, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 9,460 shares of XLI stock, worth $1.3 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,460
Previous 9,165 3.22%
Holding current value
$1.3 Million
Previous $1.24 Million 0.4%
% of portfolio
0.12%
Previous 0.12%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$131.76 - $143.99 $38,869 - $42,477
295 Added 3.22%
9,460 $1.25 Million
Q3 2024

Nov 13, 2024
SELL
$120.56 - $135.44 $261,253 - $293,498
-2,167 Reduced 19.12%
9,165 $1.24 Million
Q1 2024

May 15, 2024
SELL
$110.23 - $125.96 $75,728 - $86,534
-687 Reduced 5.72%
11,332 $1.43 Million
Q4 2023

Feb 12, 2024
BUY
$96.44 - $114.13 $110,520 - $130,792
1,146 Added 10.54%
12,019 $1.37 Million
Q3 2023

Nov 14, 2023
BUY
$100.74 - $110.75 $52,183 - $57,368
518 Added 5.0%
10,873 $1.1 Million
Q2 2023

Aug 14, 2023
SELL
$96.85 - $107.32 $1,840 - $2,039
-19 Reduced 0.18%
10,355 $1.11 Million
Q1 2023

May 15, 2023
SELL
$96.51 - $103.67 $98,729 - $106,054
-1,023 Reduced 8.98%
10,374 $1.05 Million
Q4 2022

Feb 14, 2023
SELL
$84.74 - $102.33 $47,962 - $57,918
-566 Reduced 4.73%
11,397 $1.12 Million
Q3 2022

Nov 14, 2022
SELL
$82.84 - $100.53 $39,349 - $47,751
-475 Reduced 3.82%
11,963 $991,000
Q2 2022

Aug 15, 2022
BUY
$85.56 - $102.18 $1.06 Million - $1.27 Million
12,438 New
12,438 $0
Q3 2020

Nov 12, 2020
SELL
$67.14 - $79.9 $474,142 - $564,253
-7,062 Closed
0 $0
Q2 2020

Aug 13, 2020
BUY
$56.34 - $76.29 $397,873 - $538,759
7,062 New
7,062 $486,000
Q3 2019

Nov 12, 2019
SELL
$77.22 - $79.35 $1.32 Million - $1.36 Million
-17,142 Closed
0 $0
Q2 2019

Aug 21, 2019
BUY
N/A
17,142 New
17,142 $1.33 Million
Q1 2019

May 14, 2019
SELL
N/A
-7,907 Closed
0 $0
Q4 2018

Feb 04, 2019
SELL
N/A
-14,872 Reduced 65.29%
7,907 $510,000
Q3 2018

Nov 13, 2018
SELL
N/A
-11,780 Reduced 34.09%
22,779 $1.79 Million
Q2 2018

Jul 25, 2018
SELL
N/A
-3,516 Reduced 9.23%
34,559 $2.48 Million
Q1 2018

May 09, 2018
BUY
N/A
3,448 Added 9.96%
38,075 $2.83 Million
Q4 2017

Feb 09, 2018
BUY
N/A
4,675 Added 15.61%
34,627 $2.62 Million
Q3 2017

Nov 13, 2017
BUY
N/A
29,952
29,952 $2.13 Million

Others Institutions Holding XLI

# of Institutions
1,534
Shares Held
142M
Call Options Held
23.3M
Put Options Held
39.4M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Transamerica Financial Advisors, Inc. Portfolio

Follow Transamerica Financial Advisors, Inc. 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 Transamerica Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Transamerica Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email