Shira Ridge Wealth Management Industrial Sector Spdr Transaction History

Shira Ridge Wealth Management

$236 Billion
Q3 2025

A detailed history of Shira Ridge Wealth Management transactions in Industrial Sector Spdr stock. As of the latest transaction made, Shira Ridge Wealth Management holds 57,345 shares of XLI stock, worth $8.72 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares

57,345

Previous 56,471 1.55%

Holding current value

$8.72 Million

Previous $8.33 Billion 6.17%

% of portfolio

3.75%

Previous 3.81%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$147.94 - $154.99 $129,299 - $135,461	874 Added 1.55%	57,345 $8.84 Billion
Q2 2025 Jul 09, 2025	SELL	$116.42 - $147.52 $14,436 - $18,292	-124 Reduced 0.22%	56,471 $8.33 Billion
Q1 2025 Apr 14, 2025	BUY	$128.78 - $141.67 $649,051 - $714,016	5,040 Added 9.78%	56,595 $7.42 Billion
Q4 2024 Jan 13, 2025	BUY	$131.76 - $143.99 $458,393 - $500,941	3,479 Added 7.24%	51,555 $6.79 Billion
Q3 2024 Oct 10, 2024	BUY	$120.56 - $135.44 $1.03 Million - $1.15 Million	8,521 Added 21.54%	48,076 $6.51 Billion

Q2 2024 Jul 11, 2024	BUY	$120.47 - $125.94 $430,439 - $449,983	3,573 Added 9.93%	39,555 $4.82 Billion
Q1 2024 Apr 18, 2024	BUY	$110.23 - $125.96 $948,088 - $1.08 Million	8,601 Added 31.41%	35,982 $4.53 Billion
Q4 2023 Jan 10, 2024	BUY	$96.44 - $114.13 $1.25 Million - $1.48 Million	12,957 Added 89.83%	27,381 $3.12 Billion
Q3 2023 Oct 10, 2023	BUY	$100.74 - $110.75 $366,995 - $403,462	3,643 Added 33.79%	14,424 $1.46 Billion
Q2 2023 Jul 12, 2023	BUY	$96.85 - $107.32 $9,588 - $10,624	99 Added 0.93%	10,781 $1.16 Billion
Q1 2023 May 08, 2023	BUY	$96.51 - $103.67 $114,460 - $122,952	1,186 Added 12.49%	10,682 $1.08 Billion
Q4 2022 Jan 12, 2023	BUY	$84.74 - $102.33 $804,691 - $971,725	9,496 New	9,496 $933 Million

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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Shira Ridge Wealth Management Industrial Sector Spdr Transaction History