Financial & Tax Architects, LLC Industrial Sector Spdr Transaction History

Financial & Tax Architects, LLC

$453 Billion
Q3 2025

A detailed history of Financial & Tax Architects, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 7,213 shares of XLI stock, worth $1.1 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

7,213

Previous 6,145 17.38%

Holding current value

$1.1 Million

Previous $907 Million 22.72%

% of portfolio

0.25%

Previous 0.22%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$147.94 - $154.99 $157,999 - $165,529	1,068 Added 17.38%	7,213 $1.11 Billion
Q2 2025 Aug 13, 2025	SELL	$116.42 - $147.52 $20,140 - $25,520	-173 Reduced 2.74%	6,145 $907 Million
Q1 2025 May 06, 2025	BUY	$128.78 - $141.67 $120,795 - $132,886	938 Added 17.43%	6,318 $828 Million
Q4 2024 Jan 15, 2025	BUY	$131.76 - $143.99 $53,626 - $58,603	407 Added 8.18%	5,380 $709 Million
Q3 2024 Nov 13, 2024	SELL	$120.56 - $135.44 $45,812 - $51,467	-380 Reduced 7.1%	4,973 $674 Million

Q2 2024 Aug 09, 2024	SELL	$120.47 - $125.94 $24,937 - $26,069	-207 Reduced 3.72%	5,353 $652 Million
Q1 2024 May 08, 2024	SELL	$110.23 - $125.96 $56,547 - $64,617	-513 Reduced 8.45%	5,560 $700 Million
Q4 2023 Jan 25, 2024	SELL	$96.44 - $114.13 $140,320 - $166,059	-1,455 Reduced 19.33%	6,073 $692 Million
Q3 2023 Oct 19, 2023	SELL	$100.74 - $110.75 $46,239 - $50,834	-459 Reduced 5.75%	7,528 $763 Million
Q2 2023 Jul 25, 2023	SELL	$96.85 - $107.32 $138,786 - $153,789	-1,433 Reduced 15.21%	7,987 $857 Million
Q1 2023 Apr 26, 2023	SELL	$96.51 - $103.67 $341,838 - $367,199	-3,542 Reduced 27.33%	9,420 $953 Million
Q4 2022 Feb 09, 2023	BUY	$84.74 - $102.33 $1.1 Million - $1.33 Million	12,962 New	12,962 $1.28 Billion
Q4 2021 Aug 25, 2023	BUY	$98.64 - $107.12 $216,712 - $235,342	2,197 Added 23.58%	11,514 $1.22 Billion
Q3 2021 Aug 25, 2023	BUY	$97.84 - $105.53 $236,283 - $254,854	2,415 Added 34.99%	9,317 $912 Million
Q2 2021 Aug 25, 2023	BUY	$98.78 - $105.53 $117,745 - $125,791	1,192 Added 20.88%	6,902 $707 Million
Q1 2021 Aug 25, 2023	SELL	$84.77 - $98.77 $193,021 - $224,899	-2,277 Reduced 28.51%	5,710 $562 Million

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial & Tax Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial & Tax Architects, LLC with notifications on news.

Account

Financial & Tax Architects, LLC Industrial Sector Spdr Transaction History