Clearstead Advisors, LLC Industrial Sector Spdr Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 4,637 shares of XLI stock, worth $704,870. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,637

Previous 3,762 23.26%

Holding current value

$704,870

Previous $554,000 29.06%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$147.94 - $154.99 $129,447 - $135,616	875 Added 23.26%	4,637 $715,000
Q2 2025 Aug 08, 2025	BUY	$116.42 - $147.52 $233,072 - $295,335	2,002 Added 113.75%	3,762 $554,000
Q1 2025 May 13, 2025	SELL	$128.78 - $141.67 $386,340 - $425,009	-3,000 Reduced 63.03%	1,760 $230,000
Q4 2024 Feb 10, 2025	BUY	$131.76 - $143.99 $386,979 - $422,898	2,937 Added 161.11%	4,760 $627,000
Q3 2024 Nov 13, 2024	SELL	$120.56 - $135.44 $5,786 - $6,501	-48 Reduced 2.57%	1,823 $246,000

Q2 2024 Aug 09, 2024	BUY	$120.47 - $125.94 $23,371 - $24,432	194 Added 11.57%	1,871 $228,000
Q1 2024 May 14, 2024	SELL	$110.23 - $125.96 $14,770 - $16,878	-134 Reduced 7.4%	1,677 $211,000
Q4 2023 Feb 12, 2024	BUY	$96.44 - $114.13 $55,453 - $65,624	575 Added 46.52%	1,811 $206,000
Q1 2023 May 09, 2023	SELL	$96.51 - $103.67 $59,160 - $63,549	-613 Reduced 33.15%	1,236 $125,000
Q4 2022 Feb 14, 2023	SELL	$84.74 - $102.33 $9,829 - $11,870	-116 Reduced 5.9%	1,849 $181,000
Q3 2022 Nov 14, 2022	SELL	$82.84 - $100.53 $7,455 - $9,047	-90 Reduced 4.38%	1,965 $163,000
Q2 2022 Aug 12, 2022	SELL	$85.56 - $102.18 $93,431 - $111,580	-1,092 Reduced 34.7%	2,055 $179,000
Q1 2022 May 04, 2022	SELL	$95.6 - $107.05 $9,177 - $10,276	-96 Reduced 2.96%	3,147 $324,000
Q4 2021 Feb 14, 2022	BUY	$98.64 - $107.12 $4,241 - $4,606	43 Added 1.34%	3,243 $343,000
Q3 2021 Nov 12, 2021	BUY	$97.84 - $105.53 $225,521 - $243,246	2,305 Added 257.54%	3,200 $313,000
Q3 2020 Nov 12, 2020	SELL	$67.14 - $79.9 $104,402 - $124,244	-1,555 Reduced 63.47%	895 $69,000
Q4 2019 Feb 11, 2020	BUY	$74.07 - $82.5 $181,471 - $202,125	2,450 New	2,450 $200,000

Others Institutions Holding XLI

# of Institutions

1,655

Shares Held

141M

Call Options Held

36.2M

Put Options Held

33.3M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Clearstead Advisors, LLC Industrial Sector Spdr Transaction History