Intrepid Financial Planning Group LLC Industrial Sector Spdr Transaction History

Intrepid Financial Planning Group LLC

$234 Million
Q4 2024

A detailed history of Intrepid Financial Planning Group LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 27,199 shares of XLI stock, worth $3.67 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

27,199

Previous 28,736 5.35%

Holding current value

$3.67 Million

Previous $3.89 Million 7.94%

% of portfolio

1.53%

Previous 1.68%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$131.76 - $143.99 $202,515 - $221,312	-1,537 Reduced 5.35%	27,199 $3.58 Million
Q3 2024 Nov 04, 2024	SELL	$120.56 - $135.44 $108,865 - $122,302	-903 Reduced 3.05%	28,736 $3.89 Million
Q2 2024 Aug 12, 2024	SELL	$120.47 - $125.94 $41,562 - $43,449	-345 Reduced 1.15%	29,639 $3.61 Million
Q1 2024 May 13, 2024	SELL	$110.23 - $125.96 $4,960 - $5,668	-45 Reduced 0.15%	29,984 $3.78 Million
Q4 2023 Feb 13, 2024	SELL	$96.44 - $114.13 $45,326 - $53,641	-470 Reduced 1.54%	30,029 $3.42 Million
Q3 2023 Nov 03, 2023	SELL	$100.74 - $110.75 $301,615 - $331,585	-2,994 Reduced 8.94%	30,499 $3.09 Million
Q2 2023 Aug 09, 2023	SELL	$96.85 - $107.32 $191,278 - $211,957	-1,975 Reduced 5.57%	33,493 $3.59 Million
Q1 2023 May 02, 2023	SELL	$96.51 - $103.67 $37,156 - $39,912	-385 Reduced 1.07%	35,468 $3.59 Million
Q4 2022 Feb 02, 2023	SELL	$84.74 - $102.33 $93,214 - $112,563	-1,100 Reduced 2.98%	35,853 $3.52 Million
Q3 2022 Nov 07, 2022	SELL	$82.84 - $100.53 $18,141 - $22,016	-219 Reduced 0.59%	36,953 $3.06 Million
Q2 2022 Aug 15, 2022	BUY	$85.56 - $102.18 $3.18 Million - $3.8 Million	37,172 New	37,172 $3.25 Million

Others Institutions Holding XLI

# of Institutions

1,536

Shares Held

141M

Call Options Held

23.1M

Put Options Held

38.6M

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About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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Intrepid Financial Planning Group LLC Industrial Sector Spdr Transaction History