Simplicity Wealth,Llc Industrial Sector Spdr Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Industrial Sector Spdr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 5,701 shares of XLI stock, worth $866,609. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,701
Previous 4,900 16.35%
Holding current value
$866,609
Previous $722,000 21.75%
% of portfolio
0.06%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$147.94 - $154.99 $118,499 - $124,146
801 Added 16.35%
5,701 $879,000
Q2 2025

Jul 22, 2025
BUY
$116.42 - $147.52 $66,359 - $84,086
570 Added 13.16%
4,900 $722,000
Q1 2025

Apr 14, 2025
BUY
$128.78 - $141.67 $103,925 - $114,327
807 Added 22.91%
4,330 $563,000
Q4 2024

Feb 07, 2025
SELL
$131.76 - $143.99 $201,592 - $220,304
-1,530 Reduced 30.28%
3,523 $464,000
Q3 2024

Oct 09, 2024
SELL
$120.56 - $135.44 $461,744 - $518,735
-3,830 Reduced 43.12%
5,053 $684,000
Q2 2024

Jul 10, 2024
SELL
$120.47 - $125.94 $3.3 Million - $3.45 Million
-27,362 Reduced 75.49%
8,883 $1.08 Million
Q1 2024

Apr 24, 2024
BUY
$110.23 - $125.96 $4 Million - $4.57 Million
36,245 New
36,245 $4.57 Million
Q3 2022

Oct 12, 2022
BUY
$82.84 - $100.53 $1,822 - $2,211
22 Added 0.29%
7,719 $639,000
Q2 2022

Jul 19, 2022
SELL
$85.56 - $102.18 $239,910 - $286,512
-2,804 Reduced 26.7%
7,697 $672,000
Q1 2022

May 20, 2022
SELL
$95.6 - $107.05 $2.01 Million - $2.25 Million
-20,981 Reduced 66.64%
10,501 $1.08 Million
Q4 2021

Feb 25, 2022
BUY
$98.64 - $107.12 $3.11 Million - $3.37 Million
31,482 New
31,482 $3.33 Million

Others Institutions Holding XLI

# of Institutions
1,655
Shares Held
141M
Call Options Held
36.2M
Put Options Held
33.3M
View Full List

About INDUSTRIAL SECTOR SPDR

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

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email