Ever Source Wealth Advisors, LLC Industrial Sector Spdr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,449 shares of XLI stock, worth $219,668. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,449
Previous 1,466 1.16%
Holding current value
$219,668
Previous $192,000 10.94%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
SELL
$116.42 - $147.52 $1,979 - $2,507
-17 Reduced 1.16%
1,449 $213,000
Q1 2025

May 13, 2025
BUY
$128.78 - $141.67 $28,074 - $30,884
218 Added 17.47%
1,466 $192,000
Q4 2024

Feb 07, 2025
BUY
$131.76 - $143.99 $164,436 - $179,699
1,248 New
1,248 $164,000
Q1 2024

Jun 11, 2024
BUY
$110.23 - $125.96 $1,653 - $1,889
15 Added 30.0%
65 $8,000
Q4 2022

Feb 09, 2023
BUY
$84.74 - $102.33 $4,237 - $5,116
50 New
50 $4,000
Q1 2022

May 25, 2022
SELL
$95.6 - $107.05 $5,258 - $5,887
-55 Closed
0 $0
Q4 2021

Feb 07, 2022
BUY
$98.64 - $107.12 $5,425 - $5,891
55 New
55 $6,000

Others Institutions Holding XLI

# of Institutions
1,615
Shares Held
137M
Call Options Held
19.4M
Put Options Held
38.1M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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