A detailed history of Calton & Associates, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Calton & Associates, Inc. holds 6,054 shares of XLI stock, worth $854,037. This represents 0.38% of its overall portfolio holdings.

Number of Shares
6,054
Holding current value
$854,037
% of portfolio
0.38%

Shares

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

Jan 23, 2025

BUY
$131.76 - $143.99 $797,675 - $871,715
6,054 New
6,054 $797,000
Q2 2020

Aug 10, 2020

SELL
$56.34 - $76.29 $378,266 - $512,211
-6,714 Closed
0 $0
Q1 2020

Apr 30, 2020

SELL
$48.77 - $85.23 $70,814 - $123,753
-1,452 Reduced 17.78%
6,714 $396,000
Q4 2019

Feb 03, 2020

BUY
$74.07 - $82.5 $155,547 - $173,250
2,100 Added 34.62%
8,166 $665,000
Q3 2019

Nov 07, 2019

BUY
$77.22 - $79.35 $468,416 - $481,337
6,066 New
6,066 $471,000
Q1 2018

Apr 17, 2018

SELL
N/A
-10 Closed
0 $0
Q4 2017

Feb 05, 2018

BUY
N/A
10
10 $0

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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