Avantax Planning Partners, Inc. Industrial Sector Spdr Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 1,617 shares of XLI stock, worth $245,800. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,617
Previous 1,617 -0.0%
Holding current value
$245,800
Previous $238,000 4.62%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$116.42 - $147.52 $16,648 - $21,095
-143 Reduced 8.13%
1,617 $238,000
Q1 2025

Apr 28, 2025
SELL
$128.78 - $141.67 $60,784 - $66,868
-472 Reduced 21.15%
1,760 $230,000
Q4 2024

Feb 07, 2025
BUY
$131.76 - $143.99 $76,289 - $83,370
579 Added 35.03%
2,232 $294,000
Q3 2024

Nov 13, 2024
SELL
$120.56 - $135.44 $9,042 - $10,158
-75 Reduced 4.34%
1,653 $223,000
Q2 2024

Aug 09, 2024
BUY
$120.47 - $125.94 $4,457 - $4,659
37 Added 2.19%
1,728 $210,000
Q1 2024

May 02, 2024
SELL
$110.23 - $125.96 $14,219 - $16,248
-129 Reduced 7.09%
1,691 $212,000
Q4 2023

Feb 09, 2024
BUY
$96.44 - $114.13 $175,520 - $207,716
1,820 New
1,820 $207,000
Q3 2021

Oct 27, 2021
SELL
$97.84 - $105.53 $202,920 - $218,869
-2,074 Closed
0 $0
Q2 2021

Aug 10, 2021
BUY
$98.78 - $105.53 $204,869 - $218,869
2,074 New
2,074 $212,000
Q4 2018

Feb 14, 2019
SELL
N/A
-1,779 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
1,779 New
1,779 $139,000
Q2 2018

Aug 13, 2018
SELL
N/A
-2,468 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
2,468 New
2,468 $183,000

Others Institutions Holding XLI

# of Institutions
1,657
Shares Held
141M
Call Options Held
36.2M
Put Options Held
33.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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