A detailed history of Vantage Financial Partners, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 2,427 shares of XLI stock, worth $318,470. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,427
Previous 3,045 20.3%
Holding current value
$318,470
Previous $401,000 20.7%
% of portfolio
0.09%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025

SELL
$128.78 - $141.67 $79,586 - $87,552
-618 Reduced 20.3%
2,427 $318,000
Q4 2024

Feb 06, 2025

SELL
$131.76 - $143.99 $252,847 - $276,316
-1,919 Reduced 38.66%
3,045 $401,000
Q3 2024

Nov 08, 2024

BUY
$120.56 - $135.44 $598,459 - $672,324
4,964 New
4,964 $672,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Vantage Financial Partners, LLC Portfolio

Follow Vantage Financial Partners, 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 Vantage Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vantage Financial Partners, LLC with notifications on news.