Spartan Planning & Wealth Management Industrial Sector Spdr Transaction History

Spartan Planning & Wealth Management

  • $123 Million
  • Q3 2025

A detailed history of Spartan Planning & Wealth Management transactions in Industrial Sector Spdr stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 1,803 shares of XLI stock, worth $274,074. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,803
Previous 2,267 20.47%
Holding current value
$274,074
Previous $334,000 16.77%
% of portfolio
0.23%
Previous 0.3%

Shares

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

Oct 14, 2025
SELL
$147.94 - $154.99 $68,644 - $71,915
-464 Reduced 20.47%
1,803 $278,000
Q2 2025

Jul 17, 2025
BUY
$116.42 - $147.52 $263,924 - $334,427
2,267 New
2,267 $334,000
Q4 2024

Jan 07, 2025
BUY
$131.76 - $143.99 $204,623 - $223,616
1,553 Added 228.05%
2,234 $294,000
Q4 2023

Mar 12, 2024
BUY
$96.44 - $114.13 $35,489 - $41,999
368 Added 117.57%
681 $77,000
Q3 2023

Nov 17, 2023
BUY
$100.74 - $110.75 $31,531 - $34,664
313 New
313 $31,000

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

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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