Navis Wealth Advisors, LLC Industrial Sector Spdr Transaction History

Navis Wealth Advisors, LLC

  • $116 Million
  • Q2 2025

A detailed history of Navis Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 1,500 shares of XLI stock, worth $233,385. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,500
Holding current value
$233,385
% of portfolio
0.19%

Shares

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

Aug 13, 2025
BUY
$116.42 - $147.52 $174,630 - $221,280
1,500 New
1,500 $221,000
Q3 2024

Oct 24, 2024
BUY
$120.56 - $135.44 $180,840 - $203,160
1,500 New
1,500 $203,000

Others Institutions Holding XLI

# of Institutions
1,611
Shares Held
137M
Call Options Held
19.4M
Put Options Held
38.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Navis Wealth Advisors, LLC Portfolio

Follow Navis Wealth Advisors, 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 Navis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Navis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email