Richard W. Paul & Associates, LLC Industrial Sector Spdr Transaction History

Richard W. Paul & Associates, LLC

$293 Billion
Q3 2025

A detailed history of Richard W. Paul & Associates, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 3,086 shares of XLI stock, worth $469,102. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,086

Previous 3,376 8.59%

Holding current value

$469,102

Previous $498 Million 4.43%

% of portfolio

0.16%

Previous 0.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$147.94 - $154.99 $42,902 - $44,947	-290 Reduced 8.59%	3,086 $476 Million
Q2 2025 Aug 12, 2025	SELL	$116.42 - $147.52 $25,146 - $31,864	-216 Reduced 6.01%	3,376 $498 Million
Q1 2025 May 12, 2025	SELL	$128.78 - $141.67 $1.2 Million - $1.32 Million	-9,330 Reduced 72.2%	3,592 $471 Million
Q4 2024 Feb 05, 2025	SELL	$131.76 - $143.99 $49,541 - $54,140	-376 Reduced 2.83%	12,922 $1.7 Billion
Q3 2024 Oct 17, 2024	SELL	$120.56 - $135.44 $26,402 - $29,661	-219 Reduced 1.62%	13,298 $1.8 Billion

Q2 2024 Jul 23, 2024	BUY	$120.47 - $125.94 $47,103 - $49,242	391 Added 2.98%	13,517 $1.65 Billion
Q1 2024 May 14, 2024	SELL	$110.23 - $125.96 $15,211 - $17,382	-138 Reduced 1.04%	13,126 $1.65 Billion
Q4 2023 Jan 23, 2024	SELL	$96.44 - $114.13 $14,948 - $17,690	-155 Reduced 1.16%	13,264 $1.51 Billion
Q3 2023 Oct 12, 2023	BUY	$100.74 - $110.75 $514,680 - $565,821	5,109 Added 61.48%	13,419 $1.36 Billion
Q2 2023 Jul 25, 2023	BUY	$96.85 - $107.32 $21,888 - $24,254	226 Added 2.8%	8,310 $892 Million
Q1 2023 Apr 24, 2023	BUY	$96.51 - $103.67 $83,770 - $89,985	868 Added 12.03%	8,084 $818 Million
Q4 2022 Feb 07, 2023	BUY	$84.74 - $102.33 $611,483 - $738,413	7,216 New	7,216 $709 Million

Others Institutions Holding XLI

# of Institutions

1,654

Shares Held

141M

Call Options Held

36.2M

Put Options Held

33.3M

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About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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Richard W. Paul & Associates, LLC Industrial Sector Spdr Transaction History