Spartan Planning & Wealth Management Industrial Sector Spdr Transaction History

Spartan Planning & Wealth Management

  • $112 Million
  • Q2 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 2,267 shares of XLI stock, worth $350,047. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,267
Holding current value
$350,047
% of portfolio
0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,608
Shares Held
137M
Call Options Held
19.4M
Put Options Held
38.3M
View Full List

About INDUSTRIAL SECTOR SPDR

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

Track 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