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 2,243 shares of XLI stock, worth $319,963. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,243
Previous 2,235 0.36%
Holding current value
$319,963
Previous $272 Million 11.49%
% of portfolio
0.18%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Core Wealth Partners LLC Portfolio

Follow Core Wealth Partners 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 Core Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Partners LLC with notifications on news.