Shepherd Wealth Management LTD Liability CO Industrial Sector Spdr Transaction History

Shepherd Wealth Management LTD Liability CO

  • $97.3 Billion
  • Q1 2025

A detailed history of Shepherd Wealth Management LTD Liability CO transactions in Industrial Sector Spdr stock. As of the latest transaction made, Shepherd Wealth Management LTD Liability CO holds 19,211 shares of XLI stock, worth $2.75 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
19,211
Previous 26,942 28.69%
Holding current value
$2.75 Million
Previous $3.55 Billion 29.07%
% of portfolio
2.59%
Previous 3.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$128.78 - $141.67 $995,598 - $1.1 Million
-7,731 Reduced 28.69%
19,211 $2.52 Billion
Q4 2024

Feb 07, 2025
BUY
$131.76 - $143.99 $3.55 Million - $3.88 Million
26,942 New
26,942 $3.55 Billion

Others Institutions Holding XLI

# of Institutions
1,563
Shares Held
137M
Call Options Held
20.2M
Put Options Held
54.2M
View Full List

About INDUSTRIAL SECTOR SPDR

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

Track Shepherd Wealth Management LTD Liability CO Portfolio

Follow Shepherd Wealth Management LTD Liability CO 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 Shepherd Wealth Management LTD Liability CO, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Wealth Management LTD Liability CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email