Columbia Advisory Partners LLC Industrial Sector Spdr Transaction History

Columbia Advisory Partners LLC

$122 Million
Q3 2025

A detailed history of Columbia Advisory Partners LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 5,305 shares of XLI stock, worth $806,413. This represents 0.67% of its overall portfolio holdings.

Number of Shares

5,305

Previous 5,375 1.3%

Holding current value

$806,413

Previous $792,000 3.28%

% of portfolio

0.67%

Previous 0.71%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$147.94 - $154.99 $10,355 - $10,849	-70 Reduced 1.3%	5,305 $818,000
Q2 2025 Jul 23, 2025	SELL	$116.42 - $147.52 $463,584 - $587,424	-3,982 Reduced 42.56%	5,375 $792,000
Q1 2025 Apr 15, 2025	SELL	$128.78 - $141.67 $534,952 - $588,497	-4,154 Reduced 30.75%	9,357 $1.22 Million
Q4 2024 Jan 13, 2025	SELL	$131.76 - $143.99 $6.43 Million - $7.02 Million	-48,776 Reduced 78.31%	13,511 $1.78 Million
Q3 2024 Oct 18, 2024	SELL	$120.56 - $135.44 $531,307 - $596,884	-4,407 Reduced 6.61%	62,287 $8.44 Million

Q2 2024 Jul 12, 2024	BUY	$120.47 - $125.94 $390,684 - $408,423	3,243 Added 5.11%	66,694 $8.13 Million
Q1 2024 Apr 12, 2024	BUY	$110.23 - $125.96 $345,460 - $394,758	3,134 Added 5.2%	63,451 $7.99 Million
Q4 2023 Jan 09, 2024	BUY	$96.44 - $114.13 $601,303 - $711,600	6,235 Added 11.53%	60,317 $6.88 Million
Q3 2023 Oct 16, 2023	BUY	$100.74 - $110.75 $5.45 Million - $5.99 Million	54,082 New	54,082 $5.48 Million

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

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 Columbia Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Columbia Advisory Partners LLC with notifications on news.

Account

Columbia Advisory Partners LLC Industrial Sector Spdr Transaction History