Big Sur Wealth Management LLC Industrial Sector Spdr Transaction History

Big Sur Wealth Management LLC

$378 Million
Q3 2025

A detailed history of Big Sur Wealth Management LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 17,500 shares of XLI stock, worth $2.66 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

17,500

Previous 22,385 21.82%

Holding current value

$2.66 Million

Previous $3.3 Million 18.26%

% of portfolio

0.71%

Previous 0.87%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$147.94 - $154.99 $722,686 - $757,126	-4,885 Reduced 21.82%	17,500 $2.7 Million
Q1 2025 Apr 16, 2025	SELL	$128.78 - $141.67 $386,340 - $425,009	-3,000 Reduced 11.82%	22,385 $2.91 Million
Q4 2024 Jan 16, 2025	SELL	$131.76 - $143.99 $119,242 - $130,310	-905 Reduced 3.44%	25,385 $3.34 Million
Q3 2024 Oct 16, 2024	BUY	$120.56 - $135.44 $254,381 - $285,778	2,110 Added 8.73%	26,290 $3.56 Million
Q1 2024 May 21, 2024	BUY	$110.23 - $125.96 $1.1 Million - $1.26 Million	10,000 Added 70.52%	24,180 $3.05 Million

Q4 2023 Feb 12, 2024	SELL	$96.44 - $114.13 $443,624 - $524,998	-4,600 Reduced 24.49%	14,180 $1.62 Million
Q4 2021 Feb 07, 2022	BUY	$98.64 - $107.12 $295,920 - $321,360	3,000 Added 19.01%	18,780 $1.99 Million
Q3 2021 Nov 01, 2021	SELL	$97.84 - $105.53 $978,400 - $1.06 Million	-10,000 Reduced 38.79%	15,780 $1.54 Million
Q1 2021 May 06, 2021	SELL	$84.77 - $98.77 $144,109 - $167,909	-1,700 Reduced 6.19%	25,780 $2.54 Million
Q4 2020 Jan 22, 2021	BUY	$74.87 - $89.65 $411,785 - $493,075	5,500 Added 25.02%	27,480 $2.43 Million
Q3 2020 Oct 30, 2020	BUY	$67.14 - $79.9 $1.12 Million - $1.33 Million	16,685 Added 315.11%	21,980 $1.69 Million
Q4 2019 Jan 30, 2020	SELL	$74.07 - $82.5 $370,349 - $412,500	-5,000 Reduced 48.57%	5,295 $431,000
Q3 2019 Nov 05, 2019	SELL	$77.22 - $79.35 $617,760 - $634,800	-8,000 Reduced 43.73%	10,295 $799,000
Q3 2018 Oct 23, 2018	SELL	N/A	-1,000 Reduced 5.18%	18,295 $1.43 Million
Q4 2017 Feb 01, 2018	BUY	N/A	5,295 Added 37.82%	19,295 $1.46 Million
Q2 2017 Aug 14, 2017	BUY	N/A	14,000	14,000 $964,000

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

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Big Sur Wealth Management LLC Industrial Sector Spdr Transaction History