Bernard Wealth Management Corp. Industrial Sector Spdr Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 3,708 shares of XLI stock, worth $563,653. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,708
Previous 3,815 2.8%
Holding current value
$563,653
Previous $563 Million 1.62%
% of portfolio
0.24%
Previous 0.26%

Shares

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

Oct 14, 2025
SELL
$147.94 - $154.99 $15,829 - $16,583
-107 Reduced 2.8%
3,708 $572 Million
Q2 2025

Jul 24, 2025
BUY
$116.42 - $147.52 $407,237 - $516,024
3,498 Added 1103.47%
3,815 $563 Million
Q4 2024

Feb 27, 2025
SELL
$131.76 - $143.99 $20,949 - $22,894
-159 Reduced 33.4%
317 $41.8 Million
Q4 2024

Feb 13, 2025
BUY
$131.76 - $143.99 $62,717 - $68,539
476 New
476 $55.7 Million

Others Institutions Holding XLI

# of Institutions
1,655
Shares Held
141M
Call Options Held
36.2M
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
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