Evernest Financial Advisors, LLC Industrial Sector Spdr Transaction History

Evernest Financial Advisors, LLC

  • $363 Million
  • Q4 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 3,764 shares of XLI stock, worth $530,987. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,764
Previous 4,679 19.56%
Holding current value
$530,987
Previous $633,000 21.8%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Jan 23, 2025
SELL
$131.76 - $143.99 $120,560 - $131,750
-915 Reduced 19.56%
3,764 $495,000
Q3 2024

Oct 21, 2024
SELL
$120.56 - $135.44 $35,685 - $40,090
-296 Reduced 5.95%
4,679 $633,000
Q2 2024

Aug 07, 2024
SELL
$120.47 - $125.94 $13,492 - $14,105
-112 Reduced 2.2%
4,975 $606,000
Q1 2024

May 10, 2024
BUY
$110.23 - $125.96 $34,722 - $39,677
315 Added 6.6%
5,087 $613 Million
Q4 2023

May 10, 2024
SELL
$96.44 - $114.13 $30,571 - $36,179
-317 Reduced 6.23%
4,770 $544 Million
Q4 2021

Feb 13, 2024
BUY
$98.64 - $107.12 $470,710 - $511,176
4,772 New
4,772 $558 Million

Others Institutions Holding XLI

# of Institutions
1,448
Shares Held
131M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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