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 $16.1 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

122,440

Previous 122,828 0.32%

Holding current value

$16.1 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

1,565

Shares Held

140M

Call Options Held

22.5M

Put Options Held

37.9M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wharton Business Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wharton Business Group, LLC with notifications on news.

Account

Wharton Business Group, LLC Industrial Sector Spdr Transaction History