A detailed history of Caldwell Trust CO transactions in Industrial Sector Spdr stock. As of the latest transaction made, Caldwell Trust CO holds 1,586 shares of XLI stock, worth $241,087. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,586
Previous 1,586 -0.0%
Holding current value
$241,087
Previous $234 Million 4.55%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025

BUY
$116.42 - $147.52 $184,642 - $233,966
1,586 New
1,586 $234 Million
Q1 2025

Sep 23, 2025

SELL
$128.78 - $141.67 $13,521 - $14,875
-105 Reduced 6.62%
1,481 $194 Million
Q4 2024

Sep 24, 2025

SELL
$131.76 - $143.99 $67,065 - $73,290
-509 Reduced 25.58%
1,481 $195 Million
Q3 2024

Sep 24, 2025

BUY
$120.56 - $135.44 $47,741 - $53,634
396 Added 24.84%
1,990 $270 Million
Q2 2024

Sep 24, 2025

SELL
$120.47 - $125.94 $46,019 - $48,109
-382 Reduced 19.33%
1,594 $194 Million
Q1 2024

Sep 24, 2025

BUY
$110.23 - $125.96 $42,989 - $49,124
390 Added 24.59%
1,976 $249 Million
Q4 2023

Oct 01, 2025

BUY
$96.44 - $114.13 $2,796 - $3,309
29 Added 1.53%
1,921 $219 Million
Q3 2023

Oct 01, 2025

SELL
$100.74 - $110.75 $1,712 - $1,882
-17 Reduced 0.89%
1,892 $192 Million
Q2 2023

Oct 01, 2025

BUY
$96.85 - $107.32 $1,646 - $1,824
17 Added 0.9%
1,909 $205 Million
Q1 2023

Oct 01, 2025

BUY
$96.51 - $103.67 $29,532 - $31,723
306 Added 19.29%
1,892 $191 Million
Q3 2022

Oct 01, 2025

BUY
$82.84 - $100.53 $1,325 - $1,608
16 Added 1.01%
1,602 $133 Million
Q2 2022

Oct 01, 2025

SELL
$85.56 - $102.18 $9,497 - $11,341
-111 Reduced 6.57%
1,579 $138 Million
Q1 2022

Oct 01, 2025

BUY
$95.6 - $107.05 $9,942 - $11,133
104 Added 6.56%
1,690 $174 Million
Q4 2021

Oct 02, 2025

BUY
$98.64 - $107.12 $32,255 - $35,028
327 Added 19.66%
1,990 $211 Million
Q2 2021

Oct 02, 2025

BUY
$98.78 - $105.53 $17,286 - $18,467
175 Added 11.76%
1,663 $170 Million
Q1 2021

Oct 02, 2025

SELL
$84.77 - $98.77 $8,307 - $9,679
-98 Reduced 6.18%
1,488 $146 Million
Q4 2020

Oct 02, 2025

SELL
$74.87 - $89.65 $46,868 - $56,120
-626 Reduced 39.47%
960 $85 Million
Q3 2020

Oct 02, 2025

SELL
$67.14 - $79.9 $146,029 - $173,782
-2,175 Reduced 70.5%
910 $70.1 Million
Q2 2020

Oct 02, 2025

BUY
$56.34 - $76.29 $110,313 - $149,375
1,958 Added 173.74%
3,085 $212 Million
Q1 2020

Oct 02, 2025

SELL
$48.77 - $85.23 $22,385 - $39,120
-459 Reduced 28.94%
1,127 $66.5 Million
Q4 2019

Oct 06, 2025

SELL
$74.07 - $82.5 $31,035 - $34,567
-419 Reduced 26.42%
1,167 $95.1 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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More about XLI
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