Optimum Investment Advisors Industrial Sector Spdr Transaction History

Optimum Investment Advisors

$244 Million
Q3 2025

A detailed history of Optimum Investment Advisors transactions in Industrial Sector Spdr stock. As of the latest transaction made, Optimum Investment Advisors holds 2,000 shares of XLI stock, worth $304,020. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,000

Previous 2,000 -0.0%

Holding current value

$304,020

Previous $295,000 4.41%

% of portfolio

0.13%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$116.42 - $147.52 $11,642 - $14,752	-100 Reduced 4.76%	2,000 $295,000
Q2 2024 Jul 12, 2024	SELL	$120.47 - $125.94 $60,235 - $62,970	-500 Reduced 19.23%	2,100 $255,000
Q1 2024 Apr 11, 2024	SELL	$110.23 - $125.96 $82,672 - $94,470	-750 Reduced 22.39%	2,600 $327,000
Q4 2023 Jan 08, 2024	SELL	$96.44 - $114.13 $19,288 - $22,826	-200 Reduced 5.63%	3,350 $381,000
Q3 2023 Oct 13, 2023	SELL	$100.74 - $110.75 $10,074 - $11,075	-100 Reduced 2.74%	3,550 $359,000

Q1 2023 May 03, 2023	SELL	$96.51 - $103.67 $19,302 - $20,734	-200 Reduced 5.19%	3,650 $369,000
Q4 2021 Mar 17, 2022	SELL	$98.64 - $107.12 $47,347 - $51,417	-480 Reduced 11.09%	3,850 $407,000
Q3 2021 Oct 22, 2021	SELL	$97.84 - $105.53 $200,572 - $216,336	-2,050 Reduced 32.13%	4,330 $424,000
Q2 2021 Aug 02, 2021	SELL	$98.78 - $105.53 $27,164 - $29,020	-275 Reduced 4.13%	6,380 $653,000
Q1 2021 Apr 15, 2021	SELL	$84.77 - $98.77 $50,862 - $59,262	-600 Reduced 8.27%	6,655 $655,000
Q3 2020 Oct 06, 2020	SELL	$67.14 - $79.9 $3,357 - $3,995	-50 Reduced 0.68%	7,255 $558,000
Q1 2020 Apr 21, 2020	SELL	$48.77 - $85.23 $60,328 - $105,429	-1,237 Reduced 14.48%	7,305 $431,000
Q3 2019 Oct 17, 2019	BUY	$77.22 - $79.35 $22,162 - $22,773	287 Added 3.48%	8,542 $663,000
Q1 2019 May 03, 2019	SELL	N/A	-250 Reduced 2.94%	8,255 $619,000
Q4 2017 Jan 16, 2018	BUY	N/A	575 Added 7.25%	8,505 $644,000
Q2 2017 Aug 14, 2017	BUY	N/A	7,930	7,930 $540,000

Others Institutions Holding XLI

# of Institutions

1,656

Shares Held

141M

Call Options Held

36.7M

Put Options Held

33.3M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Optimum Investment Advisors Industrial Sector Spdr Transaction History