Spartan Planning & Wealth Management Industrial Sector Spdr Transaction History

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023

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 681 shares of XLI stock, worth $97,144. This represents 0.09% of its overall portfolio holdings.

Number of Shares
681
Previous 313 117.57%
Holding current value
$97,144
Previous $31,000 148.39%
% of portfolio
0.09%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,434
Shares Held
131M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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

Track Spartan Planning & Wealth Management Portfolio

Follow Spartan Planning & Wealth Management 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 Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email