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 62,287 shares of XLI stock, worth $8.82 Million. This represents 8.35% of its overall portfolio holdings.

Number of Shares
62,287
Previous 66,694 6.61%
Holding current value
$8.82 Million
Previous $8.13 Million 3.8%
% of portfolio
8.35%
Previous 8.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INDUSTRIAL SECTOR SPDR


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