Horizon Wealth Management, LLC Industrial Sector Spdr Transaction History

Horizon Wealth Management, LLC

$526 Million
Q2 2025

A detailed history of Horizon Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 1,982 shares of XLI stock, worth $300,471. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,982

Previous 2,035 2.6%

Holding current value

$300,471

Previous $264,000 10.61%

% of portfolio

0.06%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$116.42 - $147.52 $6,170 - $7,818	-53 Reduced 2.6%	1,982 $292,000
Q1 2025 Apr 11, 2025	SELL	$128.78 - $141.67 $177,330 - $195,079	-1,377 Reduced 40.36%	2,035 $264,000
Q4 2024 Jan 13, 2025	BUY	$131.76 - $143.99 $187,889 - $205,329	1,426 Added 71.8%	3,412 $449,000
Q2 2024 Jul 19, 2024	BUY	$120.47 - $125.94 $13,010 - $13,601	108 Added 5.75%	1,986 $242,000
Q1 2024 Apr 18, 2024	BUY	$110.23 - $125.96 $5,842 - $6,675	53 Added 2.9%	1,878 $236,000
Q4 2023 Jan 22, 2024	BUY	$96.44 - $114.13 $176,003 - $208,287	1,825 New	1,825 $208,000
Q2 2022 Aug 02, 2022	SELL	$85.56 - $102.18 $374,581 - $447,344	-4,378 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$98.64 - $107.12 $431,845 - $468,971	4,378 New	4,378 $463,000

Others Institutions Holding XLI

# of Institutions

1,614

Shares Held

137M

Call Options Held

19.4M

Put Options Held

38.1M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Horizon Wealth Management, LLC Industrial Sector Spdr Transaction History