Financial & Tax Architects, LLC Industrial Sector Spdr Transaction History

Financial & Tax Architects, LLC

  • $389 Billion
  • Q3 2024

A detailed history of Financial & Tax Architects, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 4,973 shares of XLI stock, worth $662,701. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,973
Previous 5,353 7.1%
Holding current value
$662,701
Previous $652 Million 3.25%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Nov 13, 2024
SELL
$120.56 - $135.44 $45,812 - $51,467
-380 Reduced 7.1%
4,973 $674 Million
Q2 2024

Aug 09, 2024
SELL
$120.47 - $125.94 $24,937 - $26,069
-207 Reduced 3.72%
5,353 $652 Million
Q1 2024

May 08, 2024
SELL
$110.23 - $125.96 $56,547 - $64,617
-513 Reduced 8.45%
5,560 $700 Million
Q4 2023

Jan 25, 2024
SELL
$96.44 - $114.13 $140,320 - $166,059
-1,455 Reduced 19.33%
6,073 $692 Million
Q3 2023

Oct 19, 2023
SELL
$100.74 - $110.75 $46,239 - $50,834
-459 Reduced 5.75%
7,528 $763 Million
Q2 2023

Jul 25, 2023
SELL
$96.85 - $107.32 $138,786 - $153,789
-1,433 Reduced 15.21%
7,987 $857 Million
Q1 2023

Apr 26, 2023
SELL
$96.51 - $103.67 $341,838 - $367,199
-3,542 Reduced 27.33%
9,420 $953 Million
Q4 2022

Feb 09, 2023
BUY
$84.74 - $102.33 $1.1 Million - $1.33 Million
12,962 New
12,962 $1.28 Billion
Q4 2021

Aug 25, 2023
BUY
$98.64 - $107.12 $216,712 - $235,342
2,197 Added 23.58%
11,514 $1.22 Billion
Q3 2021

Aug 25, 2023
BUY
$97.84 - $105.53 $236,283 - $254,854
2,415 Added 34.99%
9,317 $912 Million
Q2 2021

Aug 25, 2023
BUY
$98.78 - $105.53 $117,745 - $125,791
1,192 Added 20.88%
6,902 $707 Million
Q1 2021

Aug 25, 2023
SELL
$84.77 - $98.77 $193,021 - $224,899
-2,277 Reduced 28.51%
5,710 $562 Million

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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