Clearstead Advisors, LLC Industrial Sector Spdr Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,823 shares of XLI stock, worth $242,932. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,823
Previous 1,871 2.57%
Holding current value
$242,932
Previous $228,000 7.89%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$120.56 - $135.44 $5,786 - $6,501
-48 Reduced 2.57%
1,823 $246,000
Q2 2024

Aug 09, 2024
BUY
$120.47 - $125.94 $23,371 - $24,432
194 Added 11.57%
1,871 $228,000
Q1 2024

May 14, 2024
SELL
$110.23 - $125.96 $14,770 - $16,878
-134 Reduced 7.4%
1,677 $211,000
Q4 2023

Feb 12, 2024
BUY
$96.44 - $114.13 $55,453 - $65,624
575 Added 46.52%
1,811 $206,000
Q1 2023

May 09, 2023
SELL
$96.51 - $103.67 $59,160 - $63,549
-613 Reduced 33.15%
1,236 $125,000
Q4 2022

Feb 14, 2023
SELL
$84.74 - $102.33 $9,829 - $11,870
-116 Reduced 5.9%
1,849 $181,000
Q3 2022

Nov 14, 2022
SELL
$82.84 - $100.53 $7,455 - $9,047
-90 Reduced 4.38%
1,965 $163,000
Q2 2022

Aug 12, 2022
SELL
$85.56 - $102.18 $93,431 - $111,580
-1,092 Reduced 34.7%
2,055 $179,000
Q1 2022

May 04, 2022
SELL
$95.6 - $107.05 $9,177 - $10,276
-96 Reduced 2.96%
3,147 $324,000
Q4 2021

Feb 14, 2022
BUY
$98.64 - $107.12 $4,241 - $4,606
43 Added 1.34%
3,243 $343,000
Q3 2021

Nov 12, 2021
BUY
$97.84 - $105.53 $225,521 - $243,246
2,305 Added 257.54%
3,200 $313,000
Q3 2020

Nov 12, 2020
SELL
$67.14 - $79.9 $104,402 - $124,244
-1,555 Reduced 63.47%
895 $69,000
Q4 2019

Feb 11, 2020
BUY
$74.07 - $82.5 $181,471 - $202,125
2,450 New
2,450 $200,000

Others Institutions Holding XLI

# of Institutions
1,438
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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