Moneta Group Investment Advisors LLC Industrial Sector Spdr Transaction History

Moneta Group Investment Advisors LLC

$8.23 Billion
Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 4,052 shares of XLI stock, worth $614,283. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,052

Previous 2,789 45.29%

Holding current value

$614,283

Previous $365,000 63.56%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$116.42 - $147.52 $147,038 - $186,317	1,263 Added 45.29%	4,052 $597,000
Q1 2025 May 15, 2025	BUY	$128.78 - $141.67 $14,938 - $16,433	116 Added 4.34%	2,789 $365,000
Q4 2024 Feb 11, 2025	SELL	$131.76 - $143.99 $4,875 - $5,327	-37 Reduced 1.37%	2,673 $352,000
Q3 2024 Nov 12, 2024	BUY	$120.56 - $135.44 $15,793 - $17,742	131 Added 5.08%	2,710 $367,000
Q2 2024 Aug 13, 2024	BUY	$120.47 - $125.94 $36,984 - $38,663	307 Added 13.51%	2,579 $314,000
Q1 2024 Aug 13, 2024	BUY	$110.23 - $125.96 $250,442 - $286,181	2,272 New	2,272 $286,000
Q3 2018 Nov 13, 2018	SELL	N/A	-2,096 Closed	0 $0
Q2 2018 Aug 15, 2018	SELL	N/A	-53,289 Reduced 96.22%	2,096 $150,000
Q2 2018 Aug 15, 2018	SELL	N/A	-2,622 Reduced 4.52%	55,385 $150,000
Q2 2018 Aug 14, 2018	BUY	N/A	58,007 New	58,007 $350,000

Others Institutions Holding XLI

# of Institutions

1,629

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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Moneta Group Investment Advisors LLC Industrial Sector Spdr Transaction History