Evergreen Capital Management LLC Industrial Sector Spdr Transaction History

Evergreen Capital Management LLC

  • $3.91 Billion
  • Q3 2025

A detailed history of Evergreen Capital Management LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Evergreen Capital Management LLC holds 1,842 shares of XLI stock, worth $280,002. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,842
Previous 1,723 6.91%
Holding current value
$280,002
Previous $254,000 11.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 28, 2025
BUY
$147.94 - $154.99 $17,604 - $18,443
119 Added 6.91%
1,842 $284,000
Q2 2025

Aug 14, 2025
SELL
$116.42 - $147.52 $33,645 - $42,633
-289 Reduced 14.36%
1,723 $254,000
Q1 2025

May 15, 2025
SELL
$128.78 - $141.67 $14,294 - $15,725
-111 Reduced 5.23%
2,012 $263,000
Q3 2024

Nov 14, 2024
SELL
$120.56 - $135.44 $6,389 - $7,178
-53 Reduced 2.44%
2,123 $287,000
Q2 2024

Aug 14, 2024
BUY
$120.47 - $125.94 $6,384 - $6,674
53 Added 2.5%
2,176 $265,000
Q1 2024

May 15, 2024
BUY
$110.23 - $125.96 $8,597 - $9,824
78 Added 3.81%
2,123 $267,000
Q4 2023

Feb 14, 2024
BUY
$96.44 - $114.13 $4,822 - $5,706
50 Added 2.51%
2,045 $233,000
Q3 2023

Nov 14, 2023
BUY
$100.74 - $110.75 $200,976 - $220,946
1,995 New
1,995 $202,000
Q4 2020

Feb 16, 2021
SELL
$74.87 - $89.65 $374,350 - $448,250
-5,000 Closed
0 $0
Q2 2019

Aug 14, 2019
BUY
N/A
5,000 New
5,000 $387,000

Others Institutions Holding XLI

# of Institutions
1,655
Shares Held
141M
Call Options Held
36.2M
Put Options Held
33.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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