Evernest Financial Advisors, LLC Industrial Sector Spdr Transaction History

Evernest Financial Advisors, LLC

  • $318 Million
  • Q3 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 3,680 shares of XLI stock, worth $559,396. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,680
Previous 3,682 0.05%
Holding current value
$559,396
Previous $543,000 4.42%
% of portfolio
0.18%
Previous 0.2%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$147.94 - $154.99 $295 - $309
-2 Reduced 0.05%
3,680 $567,000
Q2 2025

Jul 28, 2025
SELL
$116.42 - $147.52 $116 - $147
-1 Reduced 0.03%
3,682 $543,000
Q1 2025

May 09, 2025
SELL
$128.78 - $141.67 $10,431 - $11,475
-81 Reduced 2.15%
3,683 $482,000
Q4 2024

Jan 23, 2025
SELL
$131.76 - $143.99 $120,560 - $131,750
-915 Reduced 19.56%
3,764 $495,000
Q3 2024

Oct 21, 2024
SELL
$120.56 - $135.44 $35,685 - $40,090
-296 Reduced 5.95%
4,679 $633,000
Q2 2024

Aug 07, 2024
SELL
$120.47 - $125.94 $13,492 - $14,105
-112 Reduced 2.2%
4,975 $606,000
Q1 2024

May 10, 2024
BUY
$110.23 - $125.96 $34,722 - $39,677
315 Added 6.6%
5,087 $613 Million
Q4 2023

May 10, 2024
SELL
$96.44 - $114.13 $30,571 - $36,179
-317 Reduced 6.23%
4,770 $544 Million
Q4 2021

Feb 13, 2024
BUY
$98.64 - $107.12 $470,710 - $511,176
4,772 New
4,772 $558 Million

Others Institutions Holding XLI

# of Institutions
1,656
Shares Held
141M
Call Options Held
36.7M
Put Options Held
33.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Evernest Financial Advisors, LLC Portfolio

Follow Evernest Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evernest Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evernest Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email