Spectrum Planning & Advisory Services Inc. Invesco Exchange Traded Fd Tr Transaction History

Spectrum Planning & Advisory Services Inc.

  • $148 Million
  • Q3 2025

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 9,826 shares of XLG stock, worth $576,294. This represents 0.38% of its overall portfolio holdings.

Number of Shares
9,826
Previous 7,189 36.68%
Holding current value
$576,294
Previous $374,000 51.07%
% of portfolio
0.38%
Previous 0.28%

Shares

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

Nov 13, 2025
BUY
$51.78 - $57.89 $136,543 - $152,655
2,637 Added 36.68%
9,826 $565,000
Q2 2025

Jul 15, 2025
SELL
$40.94 - $52.1 $234,094 - $297,907
-5,718 Reduced 44.3%
7,189 $374,000
Q1 2025

Apr 22, 2025
BUY
$45.72 - $51.73 $590,108 - $667,679
12,907 New
12,907 $593,000

Others Institutions Holding XLG

# of Institutions
615
Shares Held
103M
Call Options Held
59.1K
Put Options Held
4.2K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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