A detailed history of One Ascent Financial Services LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, One Ascent Financial Services LLC holds 4,920 shares of XLI stock, worth $663,412. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,920
Holding current value
$663,412
% of portfolio
0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
$131.76 - $143.99 $648,259 - $708,430
4,920 New
4,920 $648,000
Q2 2024

Jul 17, 2024

BUY
$120.47 - $125.94 $405,622 - $424,039
3,367 Added 59.13%
9,061 $1.1 Million
Q1 2024

Apr 16, 2024

SELL
$110.23 - $125.96 $86,861 - $99,256
-788 Reduced 12.16%
5,694 $717,000
Q4 2023

Jan 11, 2024

BUY
$96.44 - $114.13 $625,124 - $739,790
6,482 New
6,482 $739,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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