Wharton Business Group, LLC Industrial Sector Spdr Transaction History

Wharton Business Group, LLC

$2.21 Billion
Q1 2025

A detailed history of Wharton Business Group, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wharton Business Group, LLC holds 122,440 shares of XLI stock, worth $18.6 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

122,440

Previous 122,828 0.32%

Holding current value

$18.6 Million

Previous $16.2 Million 0.84%

% of portfolio

0.73%

Previous 0.73%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$128.78 - $141.67 $49,966 - $54,967	-388 Reduced 0.32%	122,440 $16 Million
Q4 2024 Feb 04, 2025	SELL	$131.76 - $143.99 $4,611 - $5,039	-35 Reduced 0.03%	122,828 $16.2 Million
Q2 2024 Aug 12, 2024	BUY	$120.47 - $125.94 $120 - $125	1 Added 0.0%	122,863 $15 Million
Q1 2024 May 13, 2024	SELL	$110.23 - $125.96 $12.1 Million - $13.8 Million	-109,715 Reduced 47.17%	122,862 $15.5 Million
Q4 2023 Feb 07, 2024	BUY	$96.44 - $114.13 $10.6 Million - $12.5 Million	109,850 Added 89.51%	232,577 $26.5 Million
Q3 2023 Nov 06, 2023	SELL	$100.74 - $110.75 $1.09 Million - $1.19 Million	-10,779 Reduced 8.07%	122,727 $12.4 Million
Q2 2023 Aug 07, 2023	SELL	$96.85 - $107.32 $1.93 Million - $2.14 Million	-19,974 Reduced 13.01%	133,506 $14.3 Million
Q1 2023 May 04, 2023	SELL	$96.51 - $103.67 $125,559 - $134,874	-1,301 Reduced 0.84%	153,480 $15.5 Million
Q4 2022 Feb 13, 2023	SELL	$84.74 - $102.33 $4.52 Million - $5.46 Million	-53,391 Reduced 25.65%	154,781 $15.2 Million
Q3 2022 Oct 31, 2022	SELL	$82.84 - $100.53 $96,922 - $117,620	-1,170 Reduced 0.56%	208,172 $17.2 Million
Q2 2022 Aug 09, 2022	SELL	$85.56 - $102.18 $17 Million - $20.3 Million	-198,255 Reduced 48.64%	209,342 $18.3 Million
Q1 2022 May 18, 2022	BUY	$95.6 - $107.05 $13.6 Million - $15.3 Million	142,541 Added 53.78%	407,597 $42 Million
Q4 2021 Feb 10, 2022	BUY	$98.64 - $107.12 $179,031 - $194,422	1,815 Added 0.69%	265,056 $28 Million
Q3 2021 Nov 09, 2021	BUY	$97.84 - $105.53 $57,823 - $62,368	591 Added 0.23%	263,241 $25.8 Million
Q2 2021 Aug 11, 2021	BUY	$98.78 - $105.53 $892,971 - $953,991	9,040 Added 3.56%	262,650 $26.9 Million
Q1 2021 May 10, 2021	BUY	$84.77 - $98.77 $2.09 Million - $2.43 Million	24,620 Added 10.75%	253,610 $25 Million
Q4 2020 Feb 11, 2021	BUY	$74.87 - $89.65 $15.8 Million - $18.9 Million	211,345 Added 1197.76%	228,990 $20.3 Million
Q3 2020 Nov 06, 2020	BUY	$67.14 - $79.9 $155,093 - $184,569	2,310 Added 15.06%	17,645 $1.36 Million
Q2 2020 Aug 11, 2020	SELL	$56.34 - $76.29 $132,229 - $179,052	-2,347 Reduced 13.27%	15,335 $1.05 Million
Q1 2020 Apr 27, 2020	BUY	$48.77 - $85.23 $80,226 - $140,203	1,645 Added 10.26%	17,682 $1.04 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-1,905 Reduced 10.62%	16,037 $1.03 Million
Q3 2017 Nov 02, 2017	BUY	N/A	17,942	17,942 $1.27 Million

Others Institutions Holding XLI

# of Institutions

1,590

Shares Held

138M

Call Options Held

20.8M

Put Options Held

54.9M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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Wharton Business Group, LLC Industrial Sector Spdr Transaction History