Vertex Planning Partners, LLC Industrial Sector Spdr Transaction History

Vertex Planning Partners, LLC

  • $453 Billion
  • Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,957 shares of XLI stock, worth $687,089. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,957
Previous 4,707 5.31%
Holding current value
$687,089
Previous $638 Million 2.45%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Feb 12, 2025
BUY
$131.76 - $143.99 $32,940 - $35,997
250 Added 5.31%
4,957 $653 Million
Q2 2024

Aug 13, 2024
SELL
$120.47 - $125.94 $5,180 - $5,415
-43 Reduced 0.91%
4,707 $574 Million
Q4 2023

Feb 14, 2024
SELL
$96.44 - $114.13 $6,365 - $7,532
-66 Reduced 1.37%
4,750 $541 Million
Q3 2023

Nov 14, 2023
SELL
$100.74 - $110.75 $12,491 - $13,733
-124 Reduced 2.51%
4,816 $488 Million
Q1 2023

May 16, 2023
BUY
$96.51 - $103.67 $29,725 - $31,930
308 Added 6.65%
4,940 $500 Million
Q4 2022

Feb 06, 2023
BUY
$84.74 - $102.33 $392,515 - $473,992
4,632 New
4,632 $455 Million

Others Institutions Holding XLI

# of Institutions
1,497
Shares Held
135M
Call Options Held
23M
Put Options Held
34.4M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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