Core Wealth Partners LLC Industrial Sector Spdr Transaction History

Core Wealth Partners LLC

$197 Billion
Q2 2025

A detailed history of Core Wealth Partners LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Core Wealth Partners LLC holds 2,982 shares of XLI stock, worth $452,071. This represents 0.22% of its overall portfolio holdings.

Number of Shares

2,982

Previous 2,973 0.3%

Holding current value

$452,071

Previous $390 Million 12.89%

% of portfolio

0.22%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$116.42 - $147.52 $1,047 - $1,327	9 Added 0.3%	2,982 $440 Million
Q1 2025 May 12, 2025	BUY	$128.78 - $141.67 $24,210 - $26,633	188 Added 6.75%	2,973 $390 Million
Q4 2024 Feb 11, 2025	BUY	$131.76 - $143.99 $71,413 - $78,042	542 Added 24.16%	2,785 $367 Million
Q3 2024 Nov 04, 2024	BUY	$120.56 - $135.44 $964 - $1,083	8 Added 0.36%	2,243 $304 Million
Q2 2024 Aug 13, 2024	BUY	$120.47 - $125.94 $843 - $881	7 Added 0.31%	2,235 $272 Million
Q1 2024 Apr 19, 2024	BUY	$110.23 - $125.96 $771 - $881	7 Added 0.32%	2,228 $281 Million
Q4 2023 Feb 07, 2024	BUY	$96.44 - $114.13 $1,157 - $1,369	12 Added 0.54%	2,221 $253 Million
Q3 2023 Nov 13, 2023	BUY	$100.74 - $110.75 $906 - $996	9 Added 0.41%	2,209 $224 Million
Q1 2023 May 11, 2023	BUY	$96.51 - $103.67 $212,322 - $228,074	2,200 New	2,200 $223 Million

Others Institutions Holding XLI

# of Institutions

1,629

Shares Held

137M

Call Options Held

19.4M

Put Options Held

38.1M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Partners LLC with notifications on news.

Account

Core Wealth Partners LLC Industrial Sector Spdr Transaction History