Goal Vest Advisory LLC Industrial Sector Spdr Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Goal Vest Advisory LLC holds 22 shares of XLI stock, worth $2,901. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,901

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$131.76 - $143.99 $2,898 - $3,167	22 New	22 $2,000
Q4 2023 Jan 02, 2024	SELL	$96.44 - $114.13 $2,796 - $3,309	-29 Reduced 31.18%	64 $7,000
Q3 2023 Oct 10, 2023	BUY	$100.74 - $110.75 $2,921 - $3,211	29 Added 45.31%	93 $9,000
Q1 2023 Apr 03, 2023	SELL	$96.51 - $103.67 $2,123 - $2,280	-22 Reduced 25.58%	64 $6,000
Q3 2022 Oct 11, 2022	SELL	$82.84 - $100.53 $74,638 - $90,577	-901 Reduced 91.29%	86 $7,000
Q2 2022 Jul 06, 2022	SELL	$85.56 - $102.18 $936,454 - $1.12 Million	-10,945 Reduced 91.73%	987 $86,000
Q1 2022 May 03, 2022	BUY	$95.6 - $107.05 $628,952 - $704,281	6,579 Added 122.9%	11,932 $1.23 Million
Q2 2021 Sep 01, 2021	BUY	$98.78 - $105.53 $45,735 - $48,860	463 Added 9.47%	5,353 $548,000
Q1 2021 May 13, 2021	BUY	$84.77 - $98.77 $414,525 - $482,985	4,890 New	4,890 $481,000

Others Institutions Holding XLI

# of Institutions

1,547

Shares Held

142M

Call Options Held

23.1M

Put Options Held

38.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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