Oxford Financial Group LTD Industrial Sector Spdr Transaction History

Oxford Financial Group LTD

$1.58 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$96.44 - $114.13 $57,478 - $68,021	-596 Reduced 79.47%	154 $17,000
Q3 2023 Nov 13, 2023	SELL	$100.74 - $110.75 $25,386 - $27,909	-252 Reduced 25.15%	750 $76,000
Q2 2023 Aug 10, 2023	BUY	$96.85 - $107.32 $24,406 - $27,044	252 Added 33.6%	1,002 $107,000
Q2 2022 Aug 11, 2022	SELL	$85.56 - $102.18 $173,087 - $206,710	-2,023 Reduced 72.95%	750 $66,000
Q1 2022 May 13, 2022	SELL	$95.6 - $107.05 $72,273 - $80,929	-756 Reduced 21.42%	2,773 $286,000
Q4 2021 Feb 10, 2022	BUY	$98.64 - $107.12 $274,120 - $297,686	2,779 Added 370.53%	3,529 $373,000
Q3 2021 Nov 12, 2021	SELL	$97.84 - $105.53 $123,767 - $133,495	-1,265 Reduced 62.78%	750 $73,000
Q2 2021 Aug 03, 2021	BUY	$98.78 - $105.53 $124,956 - $133,495	1,265 Added 168.67%	2,015 $206,000
Q1 2020 May 12, 2020	BUY	$48.77 - $85.23 $36,577 - $63,922	750 New	750 $44,000

Others Institutions Holding XLI

# of Institutions

1,438

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

Bank Of America Corp Charlotte, NC

17.6M
Shares

$2.34 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.62M
Shares

$1.15 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

7.09M
Shares

$944 Million
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

6.43M
Shares

$857 Million
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

5.73M
Shares

$764 Million
0.18% of portfolio

About INDUSTRIAL SECTOR SPDR

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