Strategies Wealth Advisors, LLC Industrial Sector Spdr Transaction History

Strategies Wealth Advisors, LLC

$916 Billion
Q2 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 2,850 shares of XLI stock, worth $432,060. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,850

Previous 3,376 15.58%

Holding current value

$432,060

Previous $443 Million 4.99%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$116.42 - $147.52 $61,236 - $77,595	-526 Reduced 15.58%	2,850 $420 Million
Q1 2025 May 14, 2025	SELL	$128.78 - $141.67 $3,090 - $3,400	-24 Reduced 0.71%	3,376 $443 Million
Q4 2024 Feb 13, 2025	SELL	$131.76 - $143.99 $8,827 - $9,647	-67 Reduced 1.93%	3,400 $471 Million
Q3 2024 Oct 07, 2024	SELL	$120.56 - $135.44 $25,679 - $28,848	-213 Reduced 5.79%	3,467 $470 Million
Q2 2024 Jul 29, 2024	BUY	$120.47 - $125.94 $27,587 - $28,840	229 Added 6.64%	3,680 $448 Million
Q1 2024 Apr 22, 2024	SELL	$110.23 - $125.96 $2,094 - $2,393	-19 Reduced 0.55%	3,451 $435 Million
Q4 2023 Jan 22, 2024	BUY	$96.44 - $114.13 $65,097 - $77,037	675 Added 24.15%	3,470 $396 Million
Q3 2023 Oct 10, 2023	BUY	$100.74 - $110.75 $1,007 - $1,107	10 Added 0.36%	2,795 $283 Million
Q2 2023 Jul 12, 2023	BUY	$96.85 - $107.32 $96 - $107	1 Added 0.04%	2,785 $299 Million
Q1 2023 Jun 27, 2023	BUY	$96.51 - $103.67 $27,891 - $29,960	289 Added 11.58%	2,784 $282 Million
Q4 2022 Jun 27, 2023	SELL	$84.74 - $102.33 $15,592 - $18,828	-184 Reduced 6.87%	2,495 $245 Million
Q2 2022 Jun 27, 2023	BUY	$85.56 - $102.18 $8,641 - $10,320	101 Added 3.92%	2,679 $234 Million
Q1 2022 Jun 27, 2023	BUY	$95.6 - $107.05 $764 - $856	8 Added 0.31%	2,578 $266 Million
Q4 2021 Jun 26, 2023	BUY	$98.64 - $107.12 $253,504 - $275,298	2,570 New	2,570 $272 Million

Others Institutions Holding XLI

# of Institutions

1,627

Shares Held

137M

Call Options Held

19.4M

Put Options Held

38.1M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Strategies Wealth Advisors, LLC Industrial Sector Spdr Transaction History