Strategic Financial Concepts, LLC Industrial Sector Spdr Transaction History

Strategic Financial Concepts, LLC

$711 Billion
Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 4,957 shares of XLI stock, worth $747,664. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,957

Previous 5,917 16.22%

Holding current value

$747,664

Previous $776 Million 5.71%

% of portfolio

0.1%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$116.42 - $147.52 $111,763 - $141,619	-960 Reduced 16.22%	4,957 $731 Million
Q1 2025 Apr 28, 2025	SELL	$128.78 - $141.67 $34,641 - $38,109	-269 Reduced 4.35%	5,917 $776 Million
Q4 2024 Jan 30, 2025	SELL	$131.76 - $143.99 $83.3 Million - $91.1 Million	-632,532 Reduced 99.03%	6,186 $815 Million
Q4 2024 Jan 27, 2025	BUY	$131.76 - $143.99 $83.6 Million - $91.3 Million	634,410 Added 14726.32%	638,718 $815 Million
Q3 2024 Nov 12, 2024	SELL	$120.56 - $135.44 $60.5 Million - $67.9 Million	-501,469 Reduced 99.15%	4,308 $583 Million
Q2 2024 Aug 06, 2024	BUY	$120.47 - $125.94 $60.3 Million - $63.1 Million	500,858 Added 10182.11%	505,777 $120 Million
Q1 2024 Apr 22, 2024	BUY	$110.23 - $125.96 $542,221 - $619,597	4,919 New	4,919 $620 Million
Q3 2023 Nov 07, 2023	SELL	$100.74 - $110.75 $47,247 - $51,941	-469 Reduced 3.55%	12,725 $1.29 Billion
Q2 2023 Sep 06, 2023	BUY	$96.85 - $107.32 $1.28 Million - $1.42 Million	13,194 New	13,194 $1.42 Billion

Others Institutions Holding XLI

# of Institutions

1,607

Shares Held

137M

Call Options Held

19.4M

Put Options Held

38.3M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Strategic Financial Concepts, LLC Industrial Sector Spdr Transaction History