Columbia Advisory Partners LLC Industrial Sector Spdr Transaction History

Columbia Advisory Partners LLC

$91.3 Million
Q4 2024

A detailed history of Columbia Advisory Partners LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 13,511 shares of XLI stock, worth $1.82 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares

13,511

Previous 62,287 78.31%

Holding current value

$1.82 Million

Previous $8.44 Million 78.9%

% of portfolio

1.95%

Previous 8.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$131.76 - $143.99 $6.43 Million - $7.02 Million	-48,776 Reduced 78.31%	13,511 $1.78 Million
Q3 2024 Oct 18, 2024	SELL	$120.56 - $135.44 $531,307 - $596,884	-4,407 Reduced 6.61%	62,287 $8.44 Million
Q2 2024 Jul 12, 2024	BUY	$120.47 - $125.94 $390,684 - $408,423	3,243 Added 5.11%	66,694 $8.13 Million
Q1 2024 Apr 12, 2024	BUY	$110.23 - $125.96 $345,460 - $394,758	3,134 Added 5.2%	63,451 $7.99 Million
Q4 2023 Jan 09, 2024	BUY	$96.44 - $114.13 $601,303 - $711,600	6,235 Added 11.53%	60,317 $6.88 Million
Q3 2023 Oct 16, 2023	BUY	$100.74 - $110.75 $5.45 Million - $5.99 Million	54,082 New	54,082 $5.48 Million

Others Institutions Holding XLI

# of Institutions

1,536

Shares Held

141M

Call Options Held

23.1M

Put Options Held

38.6M

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About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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Columbia Advisory Partners LLC Industrial Sector Spdr Transaction History