Ever Source Wealth Advisors, LLC Industrial Sector Spdr Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,447 shares of XLI stock, worth $219,958. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,447

Previous 1,449 0.14%

Holding current value

$219,958

Previous $213,000 4.69%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$147.94 - $154.99 $295 - $309	-2 Reduced 0.14%	1,447 $223,000
Q2 2025 Aug 13, 2025	SELL	$116.42 - $147.52 $1,979 - $2,507	-17 Reduced 1.16%	1,449 $213,000
Q1 2025 May 13, 2025	BUY	$128.78 - $141.67 $28,074 - $30,884	218 Added 17.47%	1,466 $192,000
Q4 2024 Feb 07, 2025	BUY	$131.76 - $143.99 $164,436 - $179,699	1,248 New	1,248 $164,000
Q1 2024 Jun 11, 2024	BUY	$110.23 - $125.96 $1,653 - $1,889	15 Added 30.0%	65 $8,000

Q4 2022 Feb 09, 2023	BUY	$84.74 - $102.33 $4,237 - $5,116	50 New	50 $4,000
Q1 2022 May 25, 2022	SELL	$95.6 - $107.05 $5,258 - $5,887	-55 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$98.64 - $107.12 $5,425 - $5,891	55 New	55 $6,000

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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Ever Source Wealth Advisors, LLC Industrial Sector Spdr Transaction History