A detailed history of Capstone Financial Advisors, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 1,518 shares of XLI stock, worth $230,751. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,518
Previous 1,671 9.16%
Holding current value
$230,751
Previous $246,000 4.88%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$147.94 - $154.99 $22,634 - $23,713
-153 Reduced 9.16%
1,518 $234,000
Q2 2025

Aug 08, 2025

BUY
$116.42 - $147.52 $11,059 - $14,014
95 Added 6.03%
1,671 $246,000
Q1 2025

May 09, 2025

BUY
$128.78 - $141.67 $202,957 - $223,271
1,576 New
1,576 $206,000
Q3 2024

Nov 14, 2024

BUY
$120.56 - $135.44 $178,187 - $200,180
1,478 New
1,478 $200,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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