Evernest Financial Advisors, LLC Industrial Sector Spdr Transaction History

Evernest Financial Advisors, LLC

$275 Million
Q2 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 3,682 shares of XLI stock, worth $559,664. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,682

Previous 3,683 0.03%

Holding current value

$559,664

Previous $482,000 12.66%

% of portfolio

0.2%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$116.42 - $147.52 $116 - $147	-1 Reduced 0.03%	3,682 $543,000
Q1 2025 May 09, 2025	SELL	$128.78 - $141.67 $10,431 - $11,475	-81 Reduced 2.15%	3,683 $482,000
Q4 2024 Jan 23, 2025	SELL	$131.76 - $143.99 $120,560 - $131,750	-915 Reduced 19.56%	3,764 $495,000
Q3 2024 Oct 21, 2024	SELL	$120.56 - $135.44 $35,685 - $40,090	-296 Reduced 5.95%	4,679 $633,000
Q2 2024 Aug 07, 2024	SELL	$120.47 - $125.94 $13,492 - $14,105	-112 Reduced 2.2%	4,975 $606,000
Q1 2024 May 10, 2024	BUY	$110.23 - $125.96 $34,722 - $39,677	315 Added 6.6%	5,087 $613 Million
Q4 2023 May 10, 2024	SELL	$96.44 - $114.13 $30,571 - $36,179	-317 Reduced 6.23%	4,770 $544 Million
Q4 2021 Feb 13, 2024	BUY	$98.64 - $107.12 $470,710 - $511,176	4,772 New	4,772 $558 Million

Others Institutions Holding XLI

# of Institutions

1,590

Shares Held

138M

Call Options Held

20.8M

Put Options Held

54.9M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Evernest Financial Advisors, LLC Industrial Sector Spdr Transaction History