Platt Investment Counsel, LLC Industrial Sector Spdr Transaction History

Platt Investment Counsel, LLC

$104 Million
Q4 2024

A detailed history of Platt Investment Counsel, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Platt Investment Counsel, LLC holds 49,873 shares of XLI stock, worth $6.8 Million. This represents 6.29% of its overall portfolio holdings.

Number of Shares

49,873

Previous 51,406 2.98%

Holding current value

$6.8 Million

Previous $6.96 Million 5.62%

% of portfolio

6.29%

Previous 6.2%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$131.76 - $143.99 $201,988 - $220,736	-1,533 Reduced 2.98%	49,873 $6.57 Million
Q3 2024 Oct 24, 2024	BUY	$120.56 - $135.44 $227,737 - $255,846	1,889 Added 3.81%	51,406 $6.96 Million
Q2 2024 Jul 16, 2024	BUY	$120.47 - $125.94 $271,418 - $283,742	2,253 Added 4.77%	49,517 $6.03 Million
Q1 2024 Apr 19, 2024	BUY	$110.23 - $125.96 $2.14 Million - $2.44 Million	19,369 Added 69.44%	47,264 $5.95 Million
Q4 2023 Jan 09, 2024	BUY	$96.44 - $114.13 $2.69 Million - $3.18 Million	27,895 New	27,895 $3.18 Million
Q1 2023 Apr 06, 2023	SELL	$96.51 - $103.67 $3.84 Million - $4.12 Million	-39,766 Reduced 42.46%	53,886 $5.45 Million
Q4 2022 Jan 17, 2023	SELL	$84.74 - $102.33 $207,443 - $250,503	-2,448 Reduced 2.55%	93,652 $0
Q3 2022 Oct 12, 2022	SELL	$82.84 - $100.53 $531,252 - $644,698	-6,413 Reduced 6.26%	96,100 $7.96 Million
Q2 2022 Jul 11, 2022	SELL	$85.56 - $102.18 $116,703 - $139,373	-1,364 Reduced 1.31%	102,513 $8.95 Million
Q1 2022 Apr 18, 2022	SELL	$95.6 - $107.05 $298,367 - $334,103	-3,121 Reduced 2.92%	103,877 $10.7 Million
Q4 2021 Jan 13, 2022	BUY	$98.64 - $107.12 $81,378 - $88,374	825 Added 0.78%	106,998 $11.3 Million
Q3 2021 Oct 08, 2021	BUY	$97.84 - $105.53 $42,853 - $46,222	438 Added 0.41%	106,173 $10.4 Million
Q2 2021 Jul 14, 2021	SELL	$98.78 - $105.53 $27,263 - $29,126	-276 Reduced 0.26%	105,735 $10.8 Million
Q1 2021 May 12, 2021	BUY	$84.77 - $98.77 $31,958 - $37,236	377 Added 0.36%	106,011 $10.4 Million
Q4 2020 May 05, 2021	BUY	$74.87 - $89.65 $7.91 Million - $9.47 Million	105,634 New	105,634 $9.35 Million

Others Institutions Holding XLI

# of Institutions

1,540

Shares Held

141M

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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Platt Investment Counsel, LLC Industrial Sector Spdr Transaction History