Sequent Planning LLC Industrial Sector Spdr Transaction History

Sequent Planning LLC

$352 Billion
Q3 2025

A detailed history of Sequent Planning LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Sequent Planning LLC holds 8,378 shares of XLI stock, worth $1.27 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

8,378

Previous 4,407 90.11%

Holding current value

$1.27 Million

Previous $650 Million 98.7%

% of portfolio

0.37%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$147.94 - $154.99 $587,469 - $615,465	3,971 Added 90.11%	8,378 $1.29 Billion
Q2 2025 Aug 14, 2025	BUY	$116.42 - $147.52 $110,249 - $139,701	947 Added 27.37%	4,407 $650 Million
Q1 2025 May 13, 2025	BUY	$128.78 - $141.67 $134,961 - $148,470	1,048 Added 43.45%	3,460 $453 Million
Q4 2024 Feb 11, 2025	BUY	$131.76 - $143.99 $70,886 - $77,466	538 Added 28.71%	2,412 $318 Million
Q3 2024 Nov 14, 2024	BUY	$120.56 - $135.44 $16,516 - $18,555	137 Added 7.89%	1,874 $254 Million

Q2 2024 Aug 12, 2024	SELL	$120.47 - $125.94 $1,807 - $1,889	-15 Reduced 0.86%	1,737 $209 Million
Q1 2024 May 14, 2024	BUY	$110.23 - $125.96 $193,122 - $220,681	1,752 New	1,752 $221 Million

Others Institutions Holding XLI

# of Institutions

1,655

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

More about XLI

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Sequent Planning LLC Industrial Sector Spdr Transaction History