Worth Financial Advisory Group, LLC Industrial Sector Spdr Transaction History

Worth Financial Advisory Group, LLC

  • $162 Billion
  • Q4 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 5,238 shares of XLI stock, worth $703,201. This represents 0.42% of its overall portfolio holdings.

Number of Shares
5,238
Previous 5,489 4.57%
Holding current value
$703,201
Previous $743 Million 7.17%
% of portfolio
0.42%
Previous 0.44%

Shares

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

Feb 11, 2025
SELL
$131.76 - $143.99 $33,071 - $36,141
-251 Reduced 4.57%
5,238 $690 Million
Q3 2024

Oct 24, 2024
BUY
$120.56 - $135.44 $9,524 - $10,699
79 Added 1.46%
5,489 $743 Million
Q2 2024

Jul 26, 2024
SELL
$120.47 - $125.94 $4,818 - $5,037
-40 Reduced 0.73%
5,410 $659 Million
Q1 2024

Apr 30, 2024
SELL
$110.23 - $125.96 $15,652 - $17,886
-142 Reduced 2.54%
5,450 $686 Million
Q4 2023

Jan 19, 2024
SELL
$96.44 - $114.13 $964 - $1,141
-10 Reduced 0.18%
5,592 $637 Million
Q3 2023

Oct 13, 2023
BUY
$100.74 - $110.75 $19,039 - $20,931
189 Added 3.49%
5,602 $568 Million
Q2 2023

Jul 28, 2023
SELL
$96.85 - $107.32 $52,686 - $58,382
-544 Reduced 9.13%
5,413 $581 Million
Q1 2023

Apr 19, 2023
BUY
$96.51 - $103.67 $50,957 - $54,737
528 Added 9.73%
5,957 $603 Million
Q4 2022

Feb 13, 2023
BUY
$84.74 - $102.33 $460,053 - $555,549
5,429 New
5,429 $533 Million

Others Institutions Holding XLI

# of Institutions
1,543
Shares Held
141M
Call Options Held
23.1M
Put Options Held
38.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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