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 $449,775. This represents 0.22% of its overall portfolio holdings.

Number of Shares

2,982

Previous 2,973 0.3%

Holding current value

$449,775

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

1,604

Shares Held

141M

Call Options Held

21M

Put Options Held

53.8M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Core Wealth Partners LLC Industrial Sector Spdr Transaction History