Invera Wealth Advisors, LLC Industrial Sector Spdr Transaction History

Invera Wealth Advisors, LLC

  • $152 Million
  • Q3 2025

A detailed history of Invera Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 1,419 shares of XLI stock, worth $215,702. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,419
Previous 1,439 1.39%
Holding current value
$215,702
Previous $212,000 2.83%
% of portfolio
0.14%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$147.94 - $154.99 $2,958 - $3,099
-20 Reduced 1.39%
1,419 $218,000
Q2 2025

Oct 29, 2025
BUY
$116.42 - $147.52 $167,528 - $212,281
1,439 New
1,439 $212,000

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

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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